Personal Financial Counselor- Casper, WY

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

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Job summary

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services at military installations in Casper, Wyoming. The role involves offering guidance to service members and their families, developing financial materials, and facilitating workshops.

The ideal candidate should possess a Bachelor’s degree and relevant financial counseling experience. Specific certifications like AFC, CFP, and ChFC are required. The position comes with a competitive salary range of $58,440 to $93,500 annually.

Qualifications

• Minimum three years of financial counseling experience.
• U.S. citizenship and fluency in English required; bilingual English/Spanish required if specified.
• Ability to obtain and maintain a favorably adjudicated Tier 2 investigation.

Responsibilities

• Provide personal financial counseling to service members and families.
• Assist in establishing spending plans for absences.
• Develop informational financial materials.

Skills

Financial counseling experience

Effective communication

Bilingual English/Spanish

Education

Bachelor’s degree or equivalent

Accredited Financial Counselor (AFC)

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Job description

Job Overview

This position provides personal financial services at assigned military installations. The counselor delivers comprehensive personal financial counseling to service members and families, including one‑on‑one counseling, briefings, presentations, and referrals. Collaboration with installation and military branch points of contact and the use of virtual and in‑person communication modes as authorized are integral to the role.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and deliver a wide variety of Personal Financial Management classes and workshops across the military lifecycle.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication, such as web‑based, secure online chat, or video‑based communication, as authorized by the OSD FINRED Program office.
• Manage duty‑to‑warn situations in accordance with Department of Defense protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information on trends and issues at assigned installations.
• Participate in regular in‑service training, quality‑improvement committees, and other contract activities as assigned or appropriate.
• Perform any other duties as reasonably assigned.

Qualifications

• Bachelor’s degree required; an associate degree plus four years of relevant experience, or a high school diploma plus six years of relevant experience, may be considered.
• Minimum three years of financial counseling experience.
• U.S. citizenship and fluency in English required; bilingual English/Spanish required if the contract specifies.
• Ability to obtain and maintain a favorably adjudicated Tier 2 investigation.
• Successful completion of the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Certification with <b>Accredited Financial Counselor (AFC), <b>Certified Financial Planner (CFP), or <b>Chartered Financial Consultant (ChFC).</b>

Education and Certifications

• Accredited Financial Counselor (AFC) – Required
• Certified Financial Planner (CFP) – Required
• Chartered Financial Consultant (ChFC) – Required
• Driver License, Valid In State – Other

Salary & Benefits

Salary range: <b>$58,440 to $93,500</b> annually, based on current national data. Actual pay may vary by location and is influenced by skills, experience, education, and other job‑related factors. The position may also be eligible for short‑term incentives and a comprehensive benefits package, including health, life, and voluntary benefits.

EEO Statement

Magellan Health, Inc. is an Equal Opportunity Employer and a Tobacco‑free workplace. We provide equal employment opportunities to employees and applicants 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.