Personal Financial Counselor

Magellan Health

Personal Financial Counselor role delivering financial counseling services to military service members and families. Coordinating financial education workshops and ensuring adherence to DoD protocols.

Posted 5/19/2026part-timeRemote • Louisiana • 🇺🇸 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
Offer personal financial counseling services to military service members and families
Educate and counsel regarding financial services including one-on-one counseling, consultations, and briefings
Coordinate and provide Personal Financial Management classes/workshops
Manage duty to warn situations according to Department of Defense (DoD) protocol
Communicate with leadership and participate in regular supervision and quality improvement committees

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

broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingpersonal financial managementconsultationsbriefingsworkshops

Soft Skills

communicationleadershiporganizational skillscounseling

Certifications

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