Military Personal Finance Counselor & Workshops

Magellan Health; Vienna Township (OH); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Health benefits

Life insurance

Voluntary benefits

Job summary

Magellan Health in Youngstown, OH is seeking a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families on military installations. You will educate, counsel, and provide referrals, while developing budget plans and coordinating with DoD protocols as required.

Responsibilities include conducting workshops, partnering with POCs, and delivering virtual sessions when needed. The role demands at least 3 years in financial counseling and U.S.

Qualifications

• Bachelor's degree required; may consider an associate degree with 4 years' experience in lieu.
• 3+ years of financial counseling experience.
• U.S. citizen; fluent English; bilingual English/Spanish if required by contract.

Responsibilities

• Provide personal financial counseling services to service members and families at military installations.
• Develop spending plans and deliver PFM classes/workshops; coordinate with POCs and leadership.
• Utilize virtual counseling modes and ensure compliance with DoD protocols when needed.

Skills

English fluency

Financial counseling

Customer service

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health in Youngstown, OH is seeking a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families on military installations. You will educate, counsel, and provide referrals, while developing budget plans and coordinating with DoD protocols as required.

Responsibilities include conducting workshops, partnering with POCs, and delivering virtual sessions when needed. The role demands at least 3 years in financial counseling and U.S.