Magellan Health

Personal Financial Counselor, Assignment Ready Counselor

Magellan Health

part-time

Posted on:

Location Type: Hybrid

Location: Newport • Rhode Island • United States

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Salary

💰 $58,440 - $93,500 per year

About the role

  • Provide coverage in short-term, surge and on demand situations resulting from the Military needs
  • Provide personal financial counseling and management services directly to service members and their families
  • Assist service members in establishing a spending plan for extended absences
  • Develop and make available informational financial materials to service members and families
  • Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops
  • Respond to requests for age-appropriate classes or seminars
  • Manage duty to warn situations according to Department of Defense (DoD) protocol
  • Communicate with leadership and participate in regular individual and group supervision
  • Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate

Requirements

  • Bachelor's degree required
  • May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree
  • May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree
  • 3+ years of financial counseling experience
  • Must be a U.S. citizen and speak fluent English
  • If required by the contract, must be bilingual in English and Spanish
  • Be able to obtain a favorably adjudicated Tier 2 investigation
  • Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work arrangements
  • Paid time off
  • Professional development opportunities
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial counselingspending plan developmentpersonal financial management
Soft Skills
communicationleadershiporganizational skills
Certifications
Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)