Military Personal Financial Counselor (Virtual)

Magellan Health

Virginia (MN)

On-site

USD 58,000 - 94,000

Full time

4 days ago
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Job summary

Magellan Health seeks a Personal Financial Counselor to serve service members and their families at Fort Myer-Henderson Hall, VA. You will deliver counseling, create spending plans, and develop educational materials. The role collaborates with DoD programs to ensure compliance and impact.

Requirements include a bachelor's degree or equivalent experience, 3+ years in financial counseling, U.S. citizenship, fluent English, and financial planning certifications such as AFC, CFP, or ChFC.

Qualifications

  • Bachelor's degree required; alternative combo may be considered.
  • 3+ years of financial counseling experience.
  • U.S. citizenship and fluent English required; Spanish optional if contract demands.

Responsibilities

  • Provide personal financial counseling to service members and families.
  • Develop spending plans for extended absences and educate on financial topics.
  • Create and distribute informational financial materials and coordinate classes/workshops.
  • Use virtual counseling modes when required and follow DoD protocols.

Skills

Financial counseling
English fluent
Spanish (optional)

Education

Bachelor's degree
Associate degree + 4 years experience
High school diploma + 6 years experience

Job description

Magellan Health seeks a Personal Financial Counselor to serve service members and their families at Fort Myer-Henderson Hall, VA. You will deliver counseling, create spending plans, and develop educational materials. The role collaborates with DoD programs to ensure compliance and impact.

Requirements include a bachelor's degree or equivalent experience, 3+ years in financial counseling, U.S. citizenship, fluent English, and financial planning certifications such as AFC, CFP, or ChFC.

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