Military Personal Finance Counselor

Magellan Federal; Winston-Salem (NC); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Comprehensive benefits

Job summary

Magellan Health, Inc. seeks a Personal Financial Counselor to deliver comprehensive personal financial counseling to service members and their families at assigned military installations in Winston-Salem, NC.

Responsibilities include one-on-one counseling, group workshops, and referrals, with DoD-aligned education materials and virtual counseling options as needed. Requirements include a bachelor’s degree (or equivalent combination per policy), 3+ years in financial counseling, U.S.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.

Responsibilities

• Provide personal financial counseling and management services to service members and their families at military installations.
• Develop and present DoD-aligned financial education materials and workshops.
• Coordinate with installation leadership and POCs to ensure program scope and needs are met.
• Utilize virtual counseling tools when appropriate and approved by program office.
• Maintain DoD-compliant security and confidentiality in all counseling sessions.

Skills

Financial counseling

Fluent English

Education

Bachelor's degree

Associate degree + 4 years experience in lieu of bachelor's

High school diploma + 6 years experience in lieu of bachelor's

Job description

Magellan Health, Inc. seeks a Personal Financial Counselor to deliver comprehensive personal financial counseling to service members and their families at assigned military installations in Winston-Salem, NC.

Responsibilities include one-on-one counseling, group workshops, and referrals, with DoD-aligned education materials and virtual counseling options as needed. Requirements include a bachelor’s degree (or equivalent combination per policy), 3+ years in financial counseling, U.S.