Personal Financial Counselor-all Locations

Magellan Health

Base: $58,440 to $93,500; bonus/equity: short-term...
One-on-one financial counseling sessions
Conducting financial briefings and presentations
Developing spending plans for service members
This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations

Job Summary

  • This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations.
  • The role involves conducting one-on-one counseling, developing spending plans, and delivering educational workshops on topics like pre- and post-deployment finances.
  • Magellan Health offers a competitive salary range, short-term incentives, and a comprehensive benefits package including health and life insurance.

Matching Summary

This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations.

Salary

Base: $58,440 to $93,500; Bonus/Equity: Short-term incentives eligible; Benefits: Comprehensive health, life, and voluntary perks

Skills & Requirements

Must-have

  • One-on-one financial counseling sessions
  • Conducting financial briefings and presentations
  • Developing spending plans for service members
  • Managing duty to warn situations per DoD protocol
  • Utilizing virtual counseling and secure video communications

Nice-to-have

  • Bilingual in English and Spanish
  • Experience with military lifecycle events
  • Collaboration with installation Points of Contact

Key Requirements

  • Bachelor's degree or equivalent experience combination
  • 3+ years of financial counseling experience
  • Valid AFC, CFP, or ChFC certification
  • U.S. citizenship required
  • Favorably adjudicated Tier 2 investigation clearance

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter