Military Personal Finance Counselor

Magellan Health; Raleigh (NC); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health in Raleigh, NC is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families at military installations. The role includes education, one-on-one counseling, and developing resources and workshops aligned with DoD standards.

You will coordinate classes, deliver virtual counseling as needed, and collaborate with installation leadership to ensure program scope and impact meet customer needs.

Qualifications

• Bachelor's degree required.
• May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
• May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, must be bilingual in English and Spanish.
• Be able to obtain a favorably adjudicated Tier 2 investigation.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following certifications: AFC, CFP, or ChFC.

Responsibilities

• Provides personal financial counseling and management services directly to service members and their families.
• Assists service members in establishing a spending plan for extended absences.
• Develops and makes available informational financial materials to service members and families.
• Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops.
• Responds to requests for age-appropriate classes or seminars.
• Possess the skills to effectively utilize virtual counseling or other electronic modes of communication.
• Manages duty to warn situations according to Department of Defense (DoD) protocol.
• Communicates with leadership and participates in regular supervision.
• Participates in regular in-services/training, quality improvement committees or other contract activities.

Skills

Financial counseling

Fluent English

Bilingual English/Spanish

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health in Raleigh, NC is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families at military installations. The role includes education, one-on-one counseling, and developing resources and workshops aligned with DoD standards.

You will coordinate classes, deliver virtual counseling as needed, and collaborate with installation leadership to ensure program scope and impact meet customer needs.