Military Personal Finance Counselor — Virtual & In-Person

Magellan Health

Warner Robins (GA)

On-site

USD 58,000 - 94,000

Full time

14 days+

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Job summary

Magellan Health, Inc. seeks a Personal Financial Counselor to deliver counseling services to service members and families at military installments. The role includes creating spending plans, providing education, and offering referrals as needed.

The position requires DoD-compliant practices and the ability to conduct virtual counseling when appropriate. Candidates should have a Bachelor's degree, 3+ years of financial counseling experience, and U.S.

Qualifications

  • Bachelor's degree required.
  • 3+ years of financial counseling experience.
  • Must be a U.S. citizen and speak fluent English.
  • If required by the contract, 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

  • Provide personal financial counseling and management services to service members and their families.
  • Assist with spending plans for extended absences.
  • Develop and provide informational financial materials.

Skills

Financial counseling
Fluent English
Bilingual English/Spanish

Education

Bachelor's degree

Job description

Magellan Health, Inc. seeks a Personal Financial Counselor to deliver counseling services to service members and families at military installments. The role includes creating spending plans, providing education, and offering referrals as needed.

The position requires DoD-compliant practices and the ability to conduct virtual counseling when appropriate. Candidates should have a Bachelor's degree, 3+ years of financial counseling experience, and U.S.

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