Personal Financial Counselor, Assignment Ready Counselor

Magellan Health

Personal Financial Counselor providing comprehensive financial counseling for military personnel and their families. Assisting with spending plans, conducting workshops, and using virtual counseling methods.

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

About the role

Key responsibilities & impact

Provide personal financial counseling services to military members and families
Assist in establishing spending plans for extended absences
Develop and provide financial classes/workshops
Utilize virtual counseling and electronic communication methods
Manage duty to warn situations per DoD protocol
Communicate with leadership and participate in training and quality improvement

Requirements

What you’ll need

Bachelor's degree required
3+ years of financial counseling experience
Must be a U.S. citizen and speak fluent English
Required certifications: AFC, CFP, or ChFC
Bilingual in English and Spanish if required by the contract
Ability to pass Tier 2 investigation

Benefits

Comp & perks

Comprehensive benefits package
Health, life, and voluntary benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingspending plansfinancial classesworkshopsvirtual counselingelectronic communicationDoD protocolquality improvement

Soft Skills

communicationleadershiptraining

Certifications

AFCCFPChFC