Personal Financial Counselor

Magellan Health

Personal Financial Counselor providing personal financial counseling services to military service members and their families. Responsibilities include managing financial situations and conducting workshops on various financial topics.

Posted 5/19/2026part-timeRemote • Oregon • 🇺🇸 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 Personal Financial Management classes/workshops on various topics
Manage duty to warn situations according to Department of Defense (DoD) protocol
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 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 counselingspending plan developmentfinancial management

Soft Skills

communicationcoordinationpublic speakingsupervision

Certifications

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