Virtual Military Financial Counselor

Magellan Health, Inc.; Dayton (OH); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health in Dayton, OH seeks a Personal Financial Counselor to provide one-on-one counseling and workshops for service members and families at Wright Patterson AFB. Responsibilities include education, referrals, and coordinating with DoD points of contact to align services with installation needs.

The role requires a Bachelor's degree (or equivalent via experience), 3+ years in financial counseling, U.S. citizenship, fluent English, and relevant certifications (AFC/CFP/ChFC).

Qualifications

• Bachelor's degree required.
• May consider associate degree with 4 years' experience in lieu of Bachelor's.
• May consider high school diploma with 6 years' experience in lieu of Bachelor's.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent English.
• Bilingual English/Spanish if contract requires.
• Able to obtain Tier 2 clearance.

Responsibilities

• Provide personal financial counseling to service members and families.
• Develop spending plans for extended absences and emergencies.
• Create and share informational financial materials.
• Coordinate and deliver workshops and classes.
• Use virtual counseling and secure communications when needed.
• Communicate with leadership and participate in supervision.

Skills

Financial counseling

Budgeting

Public speaking

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health in Dayton, OH seeks a Personal Financial Counselor to provide one-on-one counseling and workshops for service members and families at Wright Patterson AFB. Responsibilities include education, referrals, and coordinating with DoD points of contact to align services with installation needs.

The role requires a Bachelor's degree (or equivalent via experience), 3+ years in financial counseling, U.S. citizenship, fluent English, and relevant certifications (AFC/CFP/ChFC).