Military Personal Finance Counselor | AFC/CFP Certified

Magellan Health; Hilo (HI); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Health insurance

Short‑term incentives

Job summary

Magellan Health in the United States seeks a Personal Financial Counselor to serve military members and families at assigned installations. You will provide one‑on‑one counseling, educate on financial services, and refer to external resources.

Qualifications include a Bachelor's degree, 3+ years of financial counseling, U.S. citizenship and fluent English; bilingual in English and Spanish may be required. Certifications AFC/CFP/ChFC are acceptable.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English; bilingual in English/Spanish may be required.

Responsibilities

• Provide personal financial counseling services to military service members and their families at assigned military installations.
• Conduct education and counseling addressing financial services, including one‑on‑one counseling, consultations with commanders or staff, briefings, presentations, and referrals to external resources.
• Work with installation and branch Points of Contact (POC) to ensure program scope and installation needs are met.
• Provide personal financial counseling and management services directly to service members and families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and disseminate informational financial materials.
• Coordinate, publicize, and provide a variety of Personal Financial Management classes/workshops spanning the military lifecycle.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or other electronic communication modes as authorized by the OSD FINRED Program office.
• Manage duty‑to‑warn situations in accordance with DoD protocol.
• Communicate with leadership and participate in regular individual and group supervision.
• Participate in regular in‑services/training, quality improvement committees or other contract activities as assigned.
• Perform all other duties as assigned.

Skills

Financial counseling

English fluency

Education

Bachelor's degree required

AFC (Accredited Financial Counselor)

CFP (Certified Financial Planner)

ChFC (Chartered Financial Consultant)

Job description

Magellan Health in the United States seeks a Personal Financial Counselor to serve military members and families at assigned installations. You will provide one‑on‑one counseling, educate on financial services, and refer to external resources.

Qualifications include a Bachelor's degree, 3+ years of financial counseling, U.S. citizenship and fluent English; bilingual in English and Spanish may be required. Certifications AFC/CFP/ChFC are acceptable.