Personal Financial Counselor

Magellan Health

Personal Financial Counselor serving military families with financial counseling and workshops. Requires expertise in personal financial management and virtual counseling skills.

Posted 5/19/2026part-timeRemote • Missouri • 🇺🇸 United StatesMid-LevelSenior💰 $58,440 - $93,500 per yearWebsite

About the role

Key responsibilities & impact

Provide personal financial counseling services to military service members and their families
Develop and make available informational financial materials
Coordinate and provide a variety of Personal Financial Management classes/workshops
Utilize virtual counseling and electronic modes of communication

Requirements

What you’ll need

Bachelor’s degree required
3+ years of financial counseling experience
U.S. citizen and fluent in English
Bilingual in English and Spanish if required
Must have Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
Ability to obtain a Tier 2 investigation

Benefits

Comp & perks

Health insurance
Life insurance
Voluntary benefits
Financial wellness programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingpersonal financial managementfinancial planning

Soft Skills

communicationorganizational skillsinterpersonal skills

Certifications

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