Personal Financial Counselor

Magellan Health

Provide personal financial counseling and management services to military service members and their families. Assist with spending plans, workshops, and informational financial materials.

Posted 5/19/2026part-timeOffutt Air Force Base • New York • 🇺🇸 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 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
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

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 have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)

Benefits

Comp & perks

Health insurance
Life insurance
Voluntary benefits
Retirement plans
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingspending plan developmentfinancial managementworkshop coordinationclass facilitationquality improvementindividual supervisiongroup supervision

Soft Skills

communicationleadershiporganizational skillspublic speaking

Certifications

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