Personal Financial Counselor; Cincinnati, OH

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

Job summary

Magellan Health is seeking a Personal Financial Counselor in Cincinnati, OH, to provide comprehensive financial counseling to service members and their families. Responsibilities include delivering financial management services, conducting educational workshops, and managing duty-to-warn situations.

Applicants must have a Bachelor's degree, financial counseling experience, and relevant certifications such as AFC, CFP, or ChFC. The role also requires U.S. citizenship and may involve bilingual requirements.

The salary range is $58,440–$93,500 annually, with additional benefits available.

Qualifications

• 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English.
• Must obtain a Tier2 investigation clearance.

Responsibilities

• Provide personal financial counseling to service members and families.
• Conduct briefings and seminars on financial readiness topics.
• Assist in developing spending plans for extended absences.

Skills

Financial counseling

Presentation skills

Referral services

Bilingual English/Spanish

Education

Bachelor's degree

Current certification as AFC, CFP, or ChFC

Job description

Overview

This position provides personal financial services at assigned military installations. Core duties include comprehensive financial counseling, education, and referral services for service members and their families, as well as coordination of classes, workshops, and virtual counseling modalities to support financial readiness across the military lifecycle.

Responsibilities

• Deliver one‑on‑one personal financial counseling and management services to service members and families.
• Conduct briefings, presentations, and seminars on topics such as deployment, post‑deployment, and career events outlined in DoDI 1322.34.
• Provide referrals to external resources when appropriate and coordinate virtual or electronic counseling via web‑based, secure chat, or video platforms.
• Assist service members in developing spending plans for extended absences.
• Prepare and disseminate informational financial materials and publicize workshops and classes.
• Collaborate with installation and branch Points of Contact to ensure program scope and needs are met.
• Manage duty‑to‑warn situations following DoD protocol.
• Participate in regular supervision, in‑service training, quality improvement committees, and contract activities.
• Perform additional duties as assigned that align with the role’s intent.

Qualifications

• Bachelor's degree required (associate degree plus 4 years of experience or high school diploma plus 6 years may be considered).
• Minimum 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English required; bilingual English/Spanish required if contract dictates.
• Must obtain a Tier2 investigation clearance.
• Pass required Organizational Conflict of Interest disclosures.
• Current certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) required.

Title & Location

Personal Financial Counselor – Cincinnati, OH (Grade24)

Compensation & Benefits

Salary range: $58,440–$93,500 annually. Short‑term incentives and a comprehensive benefits package may apply.

EEO Statement

Magellan Health, Inc. is a proud Equal Opportunity Employer. We are committed to employment opportunities for all qualified individuals regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by law.

Warning: Employment Scam

Magellan Health does not conduct interviews via email or issue check advances. If you receive communications offering a work‑from‑home position or a check for office setup costs, contact 410‑953‑2911 immediately.