Personal Financial Counselor

Magellan Health

Financial Counselor providing personal financial counseling to military service members and families. Managing financial plans and educational workshops in various military installations.

Posted 5/19/2026part-timeRemote • Montana • 🇺🇸 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 from 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 supervision

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
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

Comp & perks

comprehensive benefits package
health, life, voluntary benefits
wellness programs

ATS Keywords

✓ Tailor your resume

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 managementfinancial materials developmentclass coordinationseminar response

Soft Skills

communicationleadershipsupervisionorganizational skills

Certifications

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