Personal Financial Counselor, Assignment Ready Counselor

Magellan Health

Personal Financial Counselor providing financial counseling and management services to military service members and families. Collaborating with military installations for financial education and planning support.

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.
Provide personal financial counseling services to military service members and their families at military installations.
Conduct briefings and presentations, or providing referral resources to participants.
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.
Communicate with leadership and participate in regular individual and group 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

short-term incentives
comprehensive benefits package
health, life, voluntary and other benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingpersonal financial managementbriefingpresentationworkshop coordinationresource development

Soft Skills

communicationleadershiporganizational skillssupervision

Certifications

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