Military Personal Financial Counselor for Service Members

Magellan Health, Inc.; Honolulu (HI); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Incentives

Comprehensive benefits

Job summary

Magellan Health in Honolulu, HI seeks a Personal Financial Counselor to deliver counseling services to service members and their families on military installations. The role includes one-on-one counseling, educational materials, and workshops, with coordination with DoD points of contact to ensure programs meet installation needs.

Candidates need a Bachelor's degree (or equivalent), 3+ years in financial counseling, US citizenship, fluent English, and AFC/CFP/ChFC certifications.

Qualifications

• Bachelor's degree required or an equivalent combination of education and work experience.
• 3+ years of financial counseling experience.
• US citizenship and fluency in English.
• If required by the contract, bilingual in English and Spanish.
• Must obtain a favorable Tier 2 investigation and comply with OCI disclosures.
• One of AFC, CFP or ChFC certifications is required.

Responsibilities

• Provide personal financial counseling and management services to service members and families at military installations.
• Deliver one-to-one counseling, briefings, and workshops; develop informational materials.
• Coordinate with installation leadership and DoD POCs to ensure program scope and needs are met.
• Utilize virtual counseling or secure online communication when authorized.
• Maintain records, participate in supervision, and contribute to quality improvement activities.

Skills

Financial counseling

Bilingual English/Spanish

Public speaking

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health in Honolulu, HI seeks a Personal Financial Counselor to deliver counseling services to service members and their families on military installations. The role includes one-on-one counseling, educational materials, and workshops, with coordination with DoD points of contact to ensure programs meet installation needs.

Candidates need a Bachelor's degree (or equivalent), 3+ years in financial counseling, US citizenship, fluent English, and AFC/CFP/ChFC certifications.