Personal Financial Counselor - Wilmington, NC

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

Benefits offered by this job

Health benefits

Life insurance

Comprehensive benefits package

Job summary

Magellan Health is seeking a Financial Counselor to provide personal financial services to military personnel and their families in Wilmington, North Carolina. The ideal candidate will have a Bachelor’s degree and three or more years of financial counseling experience, and will be responsible for conducting workshops and one-on-one sessions.

The position offers a competitive salary ranging from $58,440 to $93,500, alongside a comprehensive benefits package, ensuring the wellbeing of employees.

Qualifications

• 3+ years of financial counseling experience.
• U.S. citizen, fluent in English; bilingual English-Spanish preferred.
• Hold an Accredited Financial Counselor (AFC), CFP, or ChFC certification.

Responsibilities

• Provide personal financial services at military installations.
• Conduct one-on-one counseling and deliver presentations.
• Develop spending plans and conduct financial management workshops.

Skills

Financial counseling

Communication

Public speaking

Education

Bachelor’s degree

Associate degree plus 4 years’ experience

High school diploma plus 6 years’ experience

Job description

Responsibilities

Provide personal financial services at assigned military installations. Counselor responsibilities include one‑on‑one counseling, briefings, presentations, referral of participants outside counseling sessions, coordination with installation and military branch points of contact, and ensuring program scope and fulfillment of installation needs.
Provide personal financial counseling and management services directly to service members and families, help them develop spending plans for extended absences, develop informational materials, coordinate, publicize, and give a wide variety of Personal Financial Management classes/workshops covering the military lifecycle (arrival, pre‑and post‑deployment, personal and career events per DoDI 1322.34). Respond to age‑appropriate class requests.
Utilize virtual counseling or other electronic modes of communication such as web‑based, secure online chat, or video‑based communication.
Manage duty‑to‑warn situations per DoD protocol. Communicate with leadership and participate in regular supervision, sharing information regarding trends and issues at the installations.
Participate in in‑services/training, quality improvement committees, and other contract activities as assigned. All other duties as assigned.

Qualifications

• Bachelor’s degree required, or associate degree plus 4 years’ experience, or high school diploma plus 6 years’ experience.
• 3+ years of financial counseling experience.
• U.S. citizen, fluent in English; bilingual English‑Spanish if required by the contract.
• Admittable to a favorably adjudicated Tier 2 investigation.
• Pass the Congress‑mandated disclosures for organizational conflicts of interest.
• Must hold at least one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Salary: Minimum $58,440, maximum $93,500, based on national data. Short‑term incentives and a comprehensive benefits package may be available.

Benefits: Broad health, life, voluntary and other benefits aimed at physical, mental, emotional and financial wellbeing. The employer provides a tobacco‑free workplace and is an Equal Opportunity Employer (EOE/M/F/Vet/Disabled).

All security responsibilities and compliance with applicable legal, regulatory, contractual requirements, internal policies, and procedures must be understood, complied with, and attested to by the employee.