Military Personal Financial Counselor & Workshops Lead

Magellan Health; New Orleans (LA); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Short-term incentives

Comprehensive benefits package

Job summary

Magellan Health in New Orleans, LA seeks a Personal Financial Counselor to provide one-on-one financial coaching to service members and families at designated installations. You will deliver classes, coordinate workshops, and refer clients to external resources, ensuring program scope and effectiveness. The role requires U.S.

citizenship, fluent English, and a minimum of 3 years in financial counseling. Certification AFC/CFP/ChFC preferred; Tier 2 background check and OCI disclosure will be

Qualifications

• Bachelor’s degree required; an associate degree plus 4 years of experience or a high school diploma plus 6 years of experience may be considered.
• Minimum 3 years of financial counseling experience.
• U.S. citizenship and fluent English required; bilingual in English and Spanish is required if specified by the contract.
• Must obtain a favorably adjudicated Tier 2 investigation and pass the OCI disclosure process.
• One of the following certifications must be held: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid driver’s license and in-state residency is preferred but not required.

Responsibilities

• Provide personal financial counseling and management services directly to military service members and their families at assigned military installations.
• Deliver one-on-one counseling, briefings, presentations, and referrals to external resources as needed.
• Collaborate with installation and branch points of contact to ensure program scope and effectiveness.
• Assist service members in establishing spending plans for extended absences.
• Develop, coordinate, publicize, and deliver a range of Personal Financial Management classes and workshops covering the military lifecycle.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling and electronic communication modes as authorized.
• Manage duty-to-warn situations in accordance with Department of Defense protocol.

Skills

Financial counseling experience

English fluency

Bilingual English/Spanish

Education

Bachelor’s degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health in New Orleans, LA seeks a Personal Financial Counselor to provide one-on-one financial coaching to service members and families at designated installations. You will deliver classes, coordinate workshops, and refer clients to external resources, ensuring program scope and effectiveness. The role requires U.S.

citizenship, fluent English, and a minimum of 3 years in financial counseling. Certification AFC/CFP/ChFC preferred; Tier 2 background check and OCI disclosure will be