Personal Financial Counselor; Fort Benning, GA

Magellan Health; Fort Benning (GA); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive health benefits

Short-term incentives

Job summary

Magellan Health in Fort Benning, Georgia is seeking a Personal Financial Counselor to provide counseling services to military members and their families. The role includes conducting one-on-one sessions, workshops, and ensuring program needs are met.

Candidates must hold a Bachelor's degree, have at least 3 years of financial counseling experience, and possess either the AFC, CFP, or ChFC certification. Competitive salary ranges from $58,440 – $93,500 along with comprehensive benefits are offered.

Qualifications

• Bachelor’s degree required; associate degree plus 4 years experience or high school diploma plus 6 years may be considered.
• Minimum 3 years of financial counseling experience is required.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process.

Responsibilities

• Conduct one-on-one financial counseling and consultations.
• Develop and distribute informational financial materials.
• Coordinate and lead Personal Financial Management classes.

Skills

Financial counseling

Bilingual English/Spanish

Communication skills

Education

Bachelor's degree

High school diploma + 6 years experience

Associate degree + 4 years experience

Tools

Accredited Financial Counselor (AFC)

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Job description

Position Overview

Provide personal financial counseling services to military service members and their families at assigned installations. Support a full range of financial services, including counseling, briefings, workshops, and referrals.

Key Responsibilities

• Conduct one‑on‑one counseling, consultations, briefings, and presentations.
• Provide referral resources to participants outside counseling sessions.
• Work with installation and military branch points of contact to ensure program scope and installation needs are met.
• Assist service members with spending plans for extended absences.
• Develop and distribute informational financial materials.
• Coordinate, publicize, and lead Personal Financial Management classes/workshops covering life‑cycle topics (arrival at first duty station, pre‑ and post‑deployment, career events, DoDI 1322.34).
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or electronic communication modes; virtual PFC support authorized by OSD FINRED Program office.
• Manage duty‑to‑warn situations per DoD protocol.
• Communicate with leadership, participate in supervision, share trend and issue information, and engage in in‑services, training, and quality improvement committees.
• Perform other duties as assigned. All job duties above represent typical responsibilities; additional duties may be assigned without revision to the description.

Qualifications

• Bachelor’s degree required (associate degree plus 4 years experience, or high school diploma plus 6 years experience may be considered).
• Minimum 3 years of financial counseling experience.
• U.S. citizen, fluent English. Bilingual English/Spanish required only if contract specifies.
• Must obtain a favorably adjudicated Tier2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Valid certification: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Salary and Benefits

Base salary range: $58,440 – $93,500. Pay adjusted based on skills, experience, education, and job‑related factors. Short‑term incentives may be available. Comprehensive benefits include health, life, voluntary, and other wellness programs.

Equal Employment Opportunity

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

All employees must understand, comply with and attest to security responsibilities and controls unique to their positions; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.