Military Personal Finance Counselor — Virtual & On-Base

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

Job summary

Magellan Health, Inc. in Havelock, NC seeks a Personal Financial Counselor to provide direct financial counseling to military members and families on installations. Responsibilities include education, budgeting guidance, and arranging DoD-compliant workshops, with strong emphasis on outreach and collaboration with base leadership.

Qualifications include a Bachelor's degree (or equivalent), 3+ years of financial counseling, U.S. citizenship, fluent English, and AFC/CFP/ChFC certification.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English.
• One of AFC/ CFP/ ChFC certifications required.

Responsibilities

• Provides personal financial counseling and management services directly to service members and their families.
• Develops and makes available informational financial materials to service members and families.
• Coordinates and conducts Personal Financial Management classes/workshops.

Skills

Financial counseling

Education

Bachelor's degree

Job description

Magellan Health, Inc. in Havelock, NC seeks a Personal Financial Counselor to provide direct financial counseling to military members and families on installations. Responsibilities include education, budgeting guidance, and arranging DoD-compliant workshops, with strong emphasis on outreach and collaboration with base leadership.

Qualifications include a Bachelor's degree (or equivalent), 3+ years of financial counseling, U.S. citizenship, fluent English, and AFC/CFP/ChFC certification.