Onsite Military Financial Wellness Counselor

Magellan Health; United States; On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial counseling at assigned military installations. The role includes education, briefings, presentations, and referrals to service members and their families.

Responsibilities include delivering counseling services, developing spending plans for deployments, and coordinating Personal Financial Management classes across the military lifecycle.

Qualifications

• Bachelor's degree required; alternative with associate degree + 4 years experience.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English; bilingual English/Spanish if required by contract.
• Ability to obtain favorable adjudication and pass OCI disclosures.
• Must hold AFC, CFP, or ChFC certification.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Assist in establishing spending plans for extended absences.
• Develop and share informational financial materials.
• Coordinate and conduct Personal Financial Management classes and workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic communications.
• Manage duty-to-warn situations per DoD protocol.
• Communicate with leadership and participate in supervision.
• Participate in in-services and contract activities.

Skills

financial counseling

bilingual English/Spanish

communication

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial counseling at assigned military installations. The role includes education, briefings, presentations, and referrals to service members and their families.

Responsibilities include delivering counseling services, developing spending plans for deployments, and coordinating Personal Financial Management classes across the military lifecycle.