Personal Financial Counselor

Magellan Health

Providing financial counseling services to military service members and their families at military installations. Managing workshops and briefings, while utilizing virtual communication effectively.

Posted 5/19/2026part-timeSioux Falls • South Dakota • 🇺🇸 United StatesMid-LevelSenior💰 $58,440 - $93,500 per yearWebsite

About the role

Key responsibilities & impact

Provide coverage in short-term, surge, and on-demand situations
Offer personal financial counseling services to military service members and their families
Develop and make available informational financial materials
Conduct briefings, presentations, and coordinate workshops
Utilize virtual counseling and other communication modes

Requirements

What you’ll need

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
Must be able to obtain a favorably adjudicated Tier 2 investigation
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

Benefits

Comp & perks

Health, life, and voluntary benefits
Comprehensive benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingfinancial planningpresentation skillsworkshop coordinationinformation material development

Soft Skills

communicationinterpersonal skills

Certifications

Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)