Military Personal Financial Counselor

Magellan Federal

Bordentown (NJ)

On-site

USD 58,000 - 94,000

Full time

2 days ago

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Job summary

Magellan Health, Inc. is hiring a Personal Financial Counselor for the Army National Guard in Bordentown, NJ. The role focuses on delivering comprehensive personal financial counseling to service members and their families at military installations, including one-on-one sessions, briefings, and referrals.

Requirements include a Bachelor’s degree and 3+ years of financial counseling, U.S. citizenship, fluency in English, and the ability to obtain a Tier 2 investigation; bilingual skills and

Qualifications

Bachelor's degree required.
3+ years of financial counseling experience.
U.S. citizen and fluent English required.
Bilingual in English and Spanish a plus if contract requires.
Able to obtain Tier 2 investigation and complete disclosures for OCI.
Certifications: AFC, CFP, or ChFC.

Responsibilities

Provide personal financial counseling to service members and families at military installations.
Educate and counsel on financial services, including one-on-one sessions, briefings, and referrals.
Coordinate with installation POCs to ensure program scope and needs are met.
Deliver financial materials and conduct PFM classes/workshops across the military lifecycle.
Utilize virtual counseling and secure video/online chat if required.
Maintain compliance with DoD protocols and participate in supervision and training.

Skills

Financial counseling

Education

Bachelor's degree

Job description

Requirements include a Bachelor’s degree and 3+ years of financial counseling, U.S. citizenship, fluency in English, and the ability to obtain a Tier 2 investigation; bilingual skills and

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