Military Personal Financial Counselor - Virtual & On-Demand

Magellan Health; Augusta (MI); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health in Michigan seeks a Personal Financial Counselor to provide financial counseling to service members and their families at military installations, including budgeting, classes, and referrals. You will work with DoD protocol and coordinate with POC to ensure program scope and needs are met.

Requirements include a Bachelor's degree, 3+ years of financial counseling, US citizenship, fluent English (bilingual in English/Spanish if required), and AFC/CFP/ChFC certifications.

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• Bilingual English and Spanish may be required by contract.

Responsibilities

• Provide personal financial counseling to service members and families.
• Assist in establishing spending plans for extended absences.
• Develop and share informational financial materials.
• Coordinate and deliver Personal Financial Management classes/workshops.
• Respond to requests for age-appropriate seminars.
• Utilize virtual counseling and secure online communications when needed.
• Manage duty to warn per DoD protocol.
• Communicate with leadership and participate in supervision.
• Participate in trainings and other contract activities.
• Perform other duties as assigned.

Skills

Financial Counseling

Bilingual English/Spanish

Education

Bachelor's degree

Job description

Magellan Health in Michigan seeks a Personal Financial Counselor to provide financial counseling to service members and their families at military installations, including budgeting, classes, and referrals. You will work with DoD protocol and coordinate with POC to ensure program scope and needs are met.

Requirements include a Bachelor's degree, 3+ years of financial counseling, US citizenship, fluent English (bilingual in English/Spanish if required), and AFC/CFP/ChFC certifications.