Personal Financial Counselor

Magellan Health

Personal Financial Counselor providing financial counseling services to military service members and their families. Assisting with budgeting and offering educational workshops at military installations.

Posted 5/19/2026part-timeRemote • Florida • 🇺🇸 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 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 and provide a variety of Personal Financial Management classes/workshops
Respond to requests for age-appropriate classes or seminars
Utilize virtual counseling or other electronic modes of communication
Manage duty to warn situations according to Department of Defense (DoD) protocol
Communicate with leadership and participate in 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

Comprehensive benefits package
Health insurance
Life insurance
Voluntary benefits for physical, mental, emotional, and financial wellbeing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingspending plan developmentpersonal financial managementfinancial materials developmentclass coordinationseminar responsevirtual counselingcommunication protocolsquality improvement

Soft Skills

interpersonal communicationleadershiporganizational skillssupervisionproblem-solving

Certifications

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