Personal Financial Counselor - Joint Base Andrews, MD

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

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Job summary

Magellan Health seeks a professional to provide personal financial services to military service members and their families. The role includes delivering counseling sessions, developing financial materials, and conducting classes.

Candidates must have a Bachelor's degree, 3+ years of financial counseling experience, and hold relevant certifications such as AFC or CFP. Salary ranges from $58,440 to $93,500 per year, coupled with a comprehensive benefits package.

Qualifications

• 3+ years of financial counseling experience.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Must hold a certification like AFC, CFP, or ChFC.

Responsibilities

• Deliver personal financial counseling sessions.
• Coordinate referrals outside of counseling sessions.
• Develop and distribute informational financial materials.

Skills

Financial counseling

Bilingual (English/Spanish)

Communication skills

Education

Bachelor’s degree

Job description

Position Overview

Provide personal financial services to military service members and their families at assigned military installations.

Responsibilities

• Deliver a full breadth of personal financial counseling, including one‑on‑one sessions, briefings, and presentations.
• Consult with commanders or other providers and coordinate referrals outside of counseling sessions.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials.
• Coordinate, publicize, and facilitate a variety of Personal Financial Management classes/workshops covering the military lifecycle.
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling or other electronic communication modes such as web‑based chat or secure video teleconference, as authorized by the OSD FINRED Program office.
• Manage duty‑to‑warn situations per DoD protocol.
• Communicate with leadership and participate in regular supervision, sharing trends and issues.
• Engage in in‑services, training, quality improvement committees, or other contract activities as assigned.
• Perform any other duties assigned.

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.
• U.S. citizenship and fluent English required; bilingual in English and Spanish may be required.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Constrained Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold at least one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Education & Experience

• Bachelor’s Education – Preferred
• Associated or high‑school experience substitution options as noted above.
• Financial Counseling Work Experience – Required and Preferred

Licenses & Certifications

• Required: AFC – Accredited Financial Counselor, CFP – Certified Financial Planner, ChFC – Chartered Financial Consultant
• Preferred: Driver license, valid in state

Salary and Benefits

Salary range: $58,440 – $93,500 per year (actual pay may vary based on skills, experience, education, and other factors). The position may include short‑term incentives and a comprehensive benefits package covering health, life, voluntary and other benefits.

EEO Statement

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 controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures. Magellan is committed to meeting applicable Federal labor and employment law posting requirements by providing necessary posters in an easily accessible format.