Military Personal Financial Counselor — Virtual & On-Call

Magellan Health; Fort Cavazos (TX); Hybride; USD 58 000 - 94 000; Plein temps

Résumé du poste

Magellan Health, Inc. is seeking a qualified financial counselor to provide one-on-one services to service members and families on military installations. The role covers surge and on-demand coverage, consultations with commanders, briefings, and referrals to external resources.

Remote communication tools may be used as part of counseling programs. Required are a Bachelor’s degree (or higher with related experience), at least 3 years of financial counseling, and US citizenship with English

Qualifications

• Bachelor’s degree required; may accept associate +4 years of experience or high school diploma +6 years.
• Minimum 3 years of financial counseling experience.
• Must be a U.S. citizen and fluent in English; bilingual in English and Spanish if required.
• Able to obtain a favorable Tier2 investigation and pass OCI process.
• Must hold AFC, CFP, or ChFC certification.

Responsabilités

• Provide one-on-one personal financial counseling and related services.
• Work with installation contacts to ensure programs meet needs and stay within scope.
• Help service members establish spending plans for extended absences.
• Develop and coordinate financial materials and Personal Financial Management classes.
• Offer age-appropriate classes or seminars on request.
• Utilize virtual counseling with secure online chat and video communications.
• Manage duty-to-warn situations per DoD protocol.
• Communicate with leadership, participate in supervision, and share trends.
• Participate in trainings, quality-improvement committees, and contract activities.
• Perform all other duties as assigned.

Connaissances

Financial counseling

Bilingual English/Spanish

Communication skills

Formation

Bachelor’s degree

Accredited Financial Counselor (AFC)

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Description du poste

Magellan Health, Inc. is seeking a qualified financial counselor to provide one-on-one services to service members and families on military installations. The role covers surge and on-demand coverage, consultations with commanders, briefings, and referrals to external resources.

Remote communication tools may be used as part of counseling programs. Required are a Bachelor’s degree (or higher with related experience), at least 3 years of financial counseling, and US citizenship with English