Personal Financial Counselor - Army National Guard, Buffalo, NY

Magellan Health, Inc.; Buffalo (NY); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Short-term incentives available

Job summary

Magellan Health in Buffalo, NY seeks to provide personal financial services for service members and families. The role includes offering a full range of counseling services and classes, both online and offline, as per DoD requirements.

The ideal candidate will have a Bachelor’s degree, 3+ years of financial counseling experience, and relevant certifications. A comprehensive benefits package along with a salary range of $58,440 – $93,500 is offered.

Qualifications

• 3+ years of financial counseling experience required.
• Fluent in English; bilingual in English and Spanish may be required.
• Certifications like AFC, CFP, or ChFC preferred.

Responsibilities

• Provide one-on-one financial counseling to service members and families.
• Conduct briefings and develop financial materials.
• Manage duty-to-warn situations as per DoD protocol.

Skills

Financial Counseling

Presentation Skills

Communication

Education

Bachelor’s Degree

Associate Degree + 4 Years Experience

High School Diploma + 6 Years Experience

Job description

Job Summary

Provide personal financial services at assigned military installations for service members and families. Provide a full range of counseling services and classes, both in-person and virtual, per DoD requirements.

Responsibilities

• One‑on‑one financial counseling and management services directly to service members and families.
• Conduct briefings, presentations, and referral resources as needed.
• Assist service members in establishing spending plans for extended absences.
• Develop and provide informational financial materials to service members and families.
• Coordinate, promote, and deliver a wide variety of Personal Financial Management classes/workshops across military lifecycle stages.
• Respond to requests for age‑appropriate classes or seminars.
• Use virtual counseling or electronic communication modes (secure online chat, video, etc.) as authorized.
• Manage duty‑to‑warn situations according to DoD protocol.
• Communicate with installation leadership and participate in regular individual and group supervision.
• Participate in regular training, quality improvement committees, or other contract activities as assigned.
• Perform additional duties as assigned; duties listed are representative, not all‑inclusive.

Qualifications

• Bachelor’s degree required (Associate degree + 4 years experience, or High school diploma + 6 years experience may be considered).
• 3+ years of financial counseling experience.
• U.S. citizen, fluent in English; bilingual in English and Spanish may be required.
• Obtain a favorably adjudicated Tier 2 investigation.
• Pass Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Benefits & Salary

• Salary Range: $58,440 – $93,500 based on experience, education, and location.
• Short‑term incentives may be available.
• Comprehensive benefits package including health, life, voluntary, and other benefits.

Equal Opportunity Employer

Magellan Health, Inc. is an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. We are committed to providing equal employment opportunities regardless of race, color, creed, religion, sex, gender identity, expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, disability, or veteran status.

Legal Responsibilities

All employees must comply with security responsibilities, regulatory and contractual requirements, and internal policies and procedures governing their position.