Military Personal Financial Counselor - AFC/CFP/ChFC

Magellan Federal; El Paso (TX); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health in El Paso, TX seeks a Personal Financial Counselor to deliver counseling to service members and their families at military installations, including budgeting, financial education, and referrals.

The role requires 3+ years of experience, U.S. citizenship, English fluency, and relevant AFC/CFP/ChFC certifications. Occasional virtual counseling and coordination with DoD stakeholders are expected as part of a comprehensive financial readiness program.

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English.
• Bilingual in English and Spanish may be required.
• Must be able to obtain a Tier 2 background investigation.
• Certifications AFC/CFP/ChFC required.

Responsibilities

• Provides personal financial counseling and management services to service members and families.
• Assists in establishing spending plans for extended absences.
• Develops and distributes informational financial materials.
• Coordinates and delivers Personal Financial Management classes/workshops.
• Responds to requests for age-appropriate classes or seminars.
• Utilizes virtual counseling and secure online communications as needed.
• Complies with DoD and security protocols and communicates with leadership.
• Participates in training and contract activities as assigned.

Skills

Financial counseling

Education

Bachelor's degree

Combination of Education and Work Experience may be considered

Job description

Magellan Health in El Paso, TX seeks a Personal Financial Counselor to deliver counseling to service members and their families at military installations, including budgeting, financial education, and referrals.

The role requires 3+ years of experience, U.S. citizenship, English fluency, and relevant AFC/CFP/ChFC certifications. Occasional virtual counseling and coordination with DoD stakeholders are expected as part of a comprehensive financial readiness program.