Personal Financial Counselor – Assignment Ready Counselor

Magellan Health

Personal Financial Counselor providing comprehensive financial counseling services to military personnel and their families. Collaborating with military branches, executing workshops, and managing financial plans.

Posted 5/19/2026part-timeSalt Lake City • Utah • 🇺🇸 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 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.
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

Health, life, voluntary and other benefits.
Comprehensive benefits package.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingspending plan developmentfinancial management

Soft Skills

communicationcoordinationpublic speaking

Certifications

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