Personal Financial Counselor; Macon, GA

Magellan Health; Illinois; On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Job summary

Magellan Health is seeking a Financial Counselor in Macon, Georgia, to provide personal financial counseling services to military service members and their families. This role encompasses delivering counseling, managing workshops, and ensuring compliance with Department of Defense protocols.

Qualified candidates should possess a Bachelor's degree and minimum of 3 years of relevant experience. The role offers a competitive salary range of $58,440 to $93,500, plus potential incentives and benefits.

Qualifications

• Bachelor's degree or equivalent experience required.
• Minimum of 3 years of financial counseling experience.
• U.S. citizenship and fluent English required.

Responsibilities

• Deliver personal financial counseling directly to service members and families.
• Assist service members in developing spending plans for absences.
• Coordinate personal financial management classes and workshops.

Skills

Financial counseling

Spending plan development

Workshop coordination

Bilingual (Spanish)

Education

Bachelor’s degree or equivalent experience

High school diploma plus 6 years of experience

Associate degree plus 4 years of experience

Job description

Job Summary

This position will provide personal financial counseling services to military service members and their families at assigned military installations. The counselor will deliver a full range of personal financial services including one-on-one counseling, briefings, presentations, and referrals. The role also includes coordinating classes and workshops across the military lifecycle, virtual counseling, and compliance with DoD protocols.

Responsibilities

• Deliver personal financial counseling and management services directly to service members and families.
• Assist service members in developing spending plans for extended absences.
• Create and disseminate informational financial materials.
• Coordinate, publicize, and provide a variety of personal financial management classes/workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or electronic communication methods (web-based, secure chat, video).
• Manage duty-to-warn situations according to DoD protocol.
• Communicate with leadership and participate in regular supervision, sharing trends and issues.
• Participate in training, quality improvement committees, and other contract activities as assigned.
• Perform other duties as 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.
• Minimum of 3 years of financial counseling experience.
• United States citizenship and fluent English; bilingual in English and Spanish if required.
• Ability to obtain a Tier 2 security investigation and pass the Congressional mandated OCI process.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Salary & Benefits

Base salary range: $58,440 – $93,500, adjusted for location and experience. The role may be eligible for short-term incentives and a comprehensive benefits package.

Equal Opportunity Statement

Magellan Health, Inc. is an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. The company is committed to providing equal employment opportunities without regard to race, color, creed, religion, sex, gender identity or expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, or veteran status.