Personal Financial Counselor- Albuquerque, NM

Magellan Health; Albuquerque (NM); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Health benefits

Life insurance

Short-term incentives

Job summary

Magellan Health is seeking a Financial Counselor to provide comprehensive personal financial services to military service members and their families. Responsibilities include counseling, developing financial materials, and delivering workshops.

The ideal candidate will have a bachelor's degree, relevant experience in financial counseling, and fluency in English. The position offers a competitive salary range and a robust benefits package.

Qualifications

• Bachelor’s degree required; associate degree plus 4 years of experience or high school diploma plus 6 years may also be considered.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English.

Responsibilities

• Provide one-on-one personal financial counseling and management services to service members and families.
• Assist service members in establishing a spending plan.
• Develop and distribute informational financial materials.

Skills

Financial counseling experience

Bilingual in English and Spanish

Ability to manage duty-to-warn situations

Communication skills

Education

Bachelor's degree or equivalent experience

Relevant certifications (AFC, CFP, ChFC)

Job description

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations, including individualized one‑on‑one counseling, briefings, presentations, and referral resources. The counselor works closely with installation and military branch points of contact (POC) to ensure the program remains within scope and meets installation needs.

Responsibilities

• Provide one‑on‑one personal financial counseling and management services to service members and families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and distribute informational financial materials.
• Coordinate, publicize, and deliver a variety of Personal Financial Management classes/workshops across the military lifecycle (arrival, pre‑deployed, post‑deployed, career events).
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling and electronic communication methods such as web‑based, secure online chat, video teleconference (authorized by the OSD FINRED Program office).
• Manage duty‑to‑warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership, participate in regular supervision, and provide trend and issue information on installations.
• Participate in in‑services, training, quality improvement committees, or other contract activities as assigned.
• Perform all other duties assigned to the position.

Qualifications

• Bachelor’s degree required; associate degree plus 4 years of experience or high school diploma plus 6 years of experience may also be considered.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English; bilingual in English and Spanish if required by contract.
• Ability to obtain a favorably adjudicated Tier2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Possess one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Salary and Benefits

Salary Minimum: $58,440; Salary Maximum: $93,500. This range is based on national data and may vary by location. Actual pay will be based on individual skills, experience, education, and other job‑related factors. The position may be eligible for short‑term incentives and a comprehensive benefits package including health, life, voluntary and other benefits designed to enhance physical, mental, emotional, and financial wellbeing.

Equal Opportunity

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled.

Magellan is committed to providing equal employment opportunities to employees and applicants for employment without regard to race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, disabled veteran or veteran of the Vietnam Era status, or any other factors protected by law. Magellan is also committed to meeting applicable Federal labor and employment law posting requirements by providing necessary posters in a format which is easily accessible and conspicuous to all applicants.