Personal Financial Counselor- Helena, MT

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

Benefits offered by this job

Health, life, and voluntary benefits

Short-term incentives

Comprehensive benefits package

Job summary

Magellan Health in Helena, Montana is seeking a Personal Financial Counselor to provide comprehensive financial services to military service members and their families at military installations. Responsibilities include one-on-one counseling, conducting briefings, and developing financial materials.

The ideal candidate should have a Bachelor's degree, financial counseling experience, and requisite certifications (AFC, CFP, or ChFC). The salary range is $58,440–$93,500 based on experience, and the position offers various benefits and incentives.

Qualifications

• Bachelor's degree required; associate degree plus 4 years of experience, or high school diploma plus 6 years of experience may be considered.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish if required by contract.
• Must be able to obtain a favorably adjudicated Tier 2 investigation.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Responsibilities

• Provide one‑on‑one counseling and consultation with commanders or other service providers.
• Conduct briefings and presentations related to financial services.
• Provide referral resources to participants outside the context of a counseling session.
• Assist service members in establishing a spending plan during extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide Personal Financial Management classes/workshops on various topics.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or electronic modes of communication.
• Manage duty‑to‑warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in supervision-sharing information on trends.
• Participate in regular training and quality improvement activities.

Skills

Financial counseling

Fluent English

Bilingual English and Spanish

Communication

Education

Bachelor's degree

Associate degree plus experience

High school diploma plus experience

Tools

AFC Certification

CFP Certification

ChFC Certification

Job description

This position will provide personal financial services at assigned military installations. The primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.

Responsibilities

• Provide one‑on‑one counseling and consultation with commanders or other service providers.
• Conduct briefings and presentations related to financial services.
• Provide referral resources to participants outside the context of a counseling session.
• Assist service members in establishing a spending plan during extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops on topics 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 communications and secure video teleconference.
• Manage duty‑to‑warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information regarding trends and issues on the installations.
• Participate in regular in‑services/training, quality improvement committees or other contract activities as assigned or appropriate.
• Perform all other duties as assigned.

The job duties listed above are representative and not intended to be all‑inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Qualifications

• Bachelor’s degree required; associate degree plus 4 years of experience, or high school diploma plus 6 years of experience may be considered.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish if required by contract.
• Must be able to obtain a favorably adjudicated Tier2 investigation.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Education & Certifications

• Education: Bachelor’s degree (preferred); associate degree plus experience or high school diploma plus experience considered.
• Licenses & Certifications: AFC, CFP, ChFC.
• Driver’s License: Valid in state (optional).

Salary Range: $58,440–$93,500 (baseline; may vary by location and experience). This position may also be eligible for short‑term incentives and a comprehensive benefits package.

Benefits

• Health, life, voluntary, and other benefits and perks that enhance physical, mental, emotional, and financial wellbeing.
• Short‑term incentives.
• Comprehensive benefits package.

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, comply with, and attest to the security responsibilities and controls unique to their position and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.