Personal Financial Counselor, Assignment Ready Counselor Oregon

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

Benefits offered by this job

Health, life, and voluntary benefits

Short-term incentives and comprehensive benefits package

Job summary

Magellan Health is seeking a dedicated Personal Financial Counselor to provide comprehensive financial counseling services to military service members and their families in Oregon. The ideal candidate will have a Bachelor's degree and a minimum of three years of financial counseling experience, coupled with relevant certifications. Compensation ranges from $58,440 to $93,500 annually, with a strong benefits package.

You will work closely with military installations, delivering workshops, and managing individual financial counseling sessions, all while ensuring compliance with organizational standards.

Qualifications

• Minimum 3 years of financial counseling experience.
• Fluent in English; bilingual in English and Spanish may be required.
• Certification as an Accredited Financial Counselor, Certified Financial Planner, or Chartered Financial Consultant is essential.

Responsibilities

• Provide financial counseling services to military personnel and families.
• Work with military points of contact to meet program needs.
• Develop and conduct personal financial management workshops and classes.

Skills

Financial counseling experience

Bilingual in English and Spanish

Ability to obtain Tier 2 security clearance

Education

Bachelor’s degree

Associate degree plus 4 years of experience

High school diploma plus 6 years of experience

Tools

AFC certification

CFP certification

ChFC certification

Job description

Responsibilities

• Provide coverage in short‑term, surge, and on‑demand situations resulting from military needs.
• Deliver full‑breadth personal financial counseling services to service members and families at military installations, including one‑on‑one counseling, briefings, presentations, and referrals.
• Work closely with installation and military branch points of contact (POC) to assure program scope and needs are met.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials.
• Coordinate, publicize, and provide a variety of Personal Financial Management classes and workshops covering the military lifecycle.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling and other electronic communication modes such as web‑based chat or video‑teleconference.
• Manage duty‑to‑warn situations according to DoD protocol.
• Communicate with leadership and participate in regular supervision, sharing trend information with assigned installations.
• Participate in in‑services, training, quality improvement committees, and other contract activities as assigned.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree required (associate degree plus 4 years of experience or high school diploma plus 6 years of experience may be considered).
• Minimum of 3years of financial counseling experience.
• U.S. citizen who speaks fluent English (bilingual in English and Spanish may be required).
• Ability to obtain a Tier2 security investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Certification required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title: Personal Financial Counselor – Assignment Ready Counselor, Oregon, Grade24

Salary Range: $58,440 – $93,500 (annual, base salary). The actual pay may vary by location and experience.

Benefits

• Health, life, voluntary, and other benefits.
• Short‑term incentives and a comprehensive benefits package.

Equal Opportunity Statement

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a tobacco‑free workplace. EOE/M/F/Vet/Disabled. All employees must understand and comply with security responsibilities and all applicable legal, regulatory, and contractual requirements.