Personal Financial Counselor - Joint Base Andrews, MD

Magellan Health; Maryland; On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Incentives eligibility

Job summary

Magellan Health is seeking a Personal Financial Counselor to deliver one-on-one financial counseling and educational services to service members and their families at designated military installations.

The role covers budgeting, financial education, and coordinating a range of DoD-aligned personal financial management classes, with potential for virtual counseling and collaboration with installation leadership to meet program objectives.

Qualifications

• Bachelor's degree required; may consider with related experience in lieu of degree.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English; bilingual English/Spanish if required by contract.
• Must obtain a favorable Tier 2 background investigation and comply with OCI disclosures.
• Certifications: AFC, CFP, or ChFC.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Assist with spending plans for extended absences and coordinate DoD-aligned classes/workshops.
• Develop and distribute informational financial materials; conduct briefings and seminars.
• Utilize virtual counseling modes as appropriate and coordinate with installation leadership.

Skills

Financial counseling

Public speaking

Bilingual English/Spanish

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

AFC/CFP/ChFC certification

Job description

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one‑on‑one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

Job Responsibilities

• Provides personal financial counseling and management services directly to service members and their families.
• Assists service members in establishing a spending plan for extended absences.
• Develops and makes available informational financial materials to service members and families.
• Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre‑and post‑deployment, and personal and career events outlined in DoDI 1322.34.
• Responds to requests for age‑appropriate classes or seminars.
• Possesses the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web‑based, secure online chat, or video‑based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
• Manages duty to warn situations according to Department of Defense (DoD) protocol.
• Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
• Participates in regular in‑services/training, quality improvement committees or other contract activities as assigned/appropriate.
• All other duties as assigned.

Job Qualifications

• Bachelor's degree required.
• May consider applicants with an associate degree plus 4 years’ experience in lieu of bachelor’s degree.
• May consider applicants with a high school diploma plus 6 years’ experience in lieu of a bachelor’s degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, must be bilingual in English and Spanish.
• 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).

This position may be eligible for short‑term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

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

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