Personal Financial Counselor

Magellan Health

Personal Financial Counselor providing financial counseling services to military service members and their families. Aiding in establishing spending plans and coordinating financial management workshops.

Posted 5/19/2026part-timeRemote • Wisconsin • 🇺🇸 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 full breadth of personal financial counseling services to military service members and their families at military installations
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
Effectively utilize virtual counseling or other electronic modes of communication
Manage duty to warn situations according to Department of Defense protocol
Communicate with leadership and participate in regular individual and group supervision
Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate

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, life, voluntary and other benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingspending plan developmentfinancial management classesvirtual counselingcommunication protocolsquality improvementtraining facilitationworkshop coordinationage-appropriate seminar designDepartment of Defense protocol

Soft Skills

interpersonal communicationleadershiporganizational skillsgroup supervisionpublic speakingadaptabilityproblem-solvingteam collaborationcultural sensitivityempathy

Certifications

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