Military Personal Finance Counselor

Magellan Health; South Carolina; On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health seeks a Personal Financial Counselor to provide counseling and financial education at Shaw AFB, SC. You will deliver one-on-one sessions, create materials, and coordinate with installation leadership to meet program needs.

Requirements include a Bachelor's degree (or equivalent) and 3+ years of experience in financial counseling. Certifications such as AFC, CFP, or ChFC are highly regarded. This role includes on-site duties with a comprehensive benefits package.

Qualifications

• 3+ years of financial counseling experience.
• Bachelor's degree required or equivalent combination of education and work experience.
• Professional certifications (AFC, CFP, or ChFC) preferred.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Develop and deliver financial education materials and workshops across the military lifecycle.
• Conduct one-on-one counseling, briefings, and referrals as needed.
• Coordinate with DoD and POC to ensure program scope and needs are met.
• Utilize virtual counseling tools when required by the contract.
• Maintain compliance with DoD and OCI disclosure requirements.

Skills

Financial counseling

Education

Bachelor's degree

Combination of Education and Experience

AFC, CFP, or ChFC certifications

Job description

Magellan Health seeks a Personal Financial Counselor to provide counseling and financial education at Shaw AFB, SC. You will deliver one-on-one sessions, create materials, and coordinate with installation leadership to meet program needs.

Requirements include a Bachelor's degree (or equivalent) and 3+ years of experience in financial counseling. Certifications such as AFC, CFP, or ChFC are highly regarded. This role includes on-site duties with a comprehensive benefits package.