Military Personal Financial Counselor (Virtual & Onsite)

Magellan Health; Terre Haute (IN); Vor Ort; USD 58.000 - 94.000; Vollzeit

Zusammenfassung

Magellan Health is seeking a Personal Financial Counselor in Terre Haute, IN, to deliver comprehensive financial counseling to service members and their families on military installations. Responsibilities include counseling, budgeting guidance, class facilitation, and development of educational materials.

The role requires a Bachelor’s degree with 3+ years of financial counseling experience, U.S. citizenship, fluent English, and potentially English/Spanish bilingual ability.

Qualifikationen

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required, bilingual in English and Spanish.
• Must pass OCI process and disclosures.

Aufgaben

• Provides personal financial counseling to service members and families.
• Assists in creating spending plans for extended absences.
• Develops financial informational materials for service members and families.
• Coordinates PFM classes/workshops across the military lifecycle.
• Utilizes virtual counseling methods and secure communications as needed.
• Maintains communication with leadership and participates in supervision.

Kenntnisse

Financial counseling

English fluency

Bilingual English/Spanish

DoD compliance

Ausbildung

Bachelor's degree

Assoc. degree + 4 years experience

HS diploma + 6 years experience

Tools

Online counseling platforms

DoD training resources

Jobbeschreibung

Magellan Health is seeking a Personal Financial Counselor in Terre Haute, IN, to deliver comprehensive financial counseling to service members and their families on military installations. Responsibilities include counseling, budgeting guidance, class facilitation, and development of educational materials.

The role requires a Bachelor’s degree with 3+ years of financial counseling experience, U.S. citizenship, fluent English, and potentially English/Spanish bilingual ability.