Military Personal Financial Counselor (Virtual)

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

Benefits offered by this job

Short-term incentives

Comprehensive benefits package

Tobacco-free workplace

Job summary

Magellan Health seeks a Personal Financial Counselor in Greenville, SC to deliver comprehensive financial counseling to military service members and families on-site at installations. Responsibilities include one-on-one counseling, group workshops, and coordination with command staff to ensure financial education aligns with DoD directives.

Requires 3+ years in financial counseling, U.S. citizenship, fluent English, and AFC/CFP/ChFC certifications.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, bilingual in English and Spanish.
• Must have AFC, CFP, or ChFC certifications.

Responsibilities

• Provides personal financial counseling and management services to service members and families.
• Develops and presents financial education materials and workshops.
• Coordinates and publicizes Personal Financial Management classes/workshops across installations.
• Uses virtual counseling tools and secure online communications when required.
• Complies with DoD and contract requirements and participates in supervision and training.

Skills

Financial Counseling

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health seeks a Personal Financial Counselor in Greenville, SC to deliver comprehensive financial counseling to military service members and families on-site at installations. Responsibilities include one-on-one counseling, group workshops, and coordination with command staff to ensure financial education aligns with DoD directives.

Requires 3+ years in financial counseling, U.S. citizenship, fluent English, and AFC/CFP/ChFC certifications.