Personal Financial Counselor

Magellan Health

Personal Financial Counselor supporting military service members with personal financial counseling and management services. Assisting in financial planning and providing educational workshops for families and service members.

Posted 5/19/2026part-timeRemote • Iowa • 🇺🇸 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
Assist service members in establishing a spending plan for extended absences
Develop and make available informational financial materials
Coordinate and provide 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 (DoD) protocol
Communicate with leadership and participate in regular individual and group supervision
Participate in regular in-services/training 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, life, and voluntary benefits

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial counselingspending plan developmentfinancial material creationpersonal financial managementvirtual counselingcommunication protocolsquality improvement

Soft Skills

interpersonal communicationleadershiporganizational skillsgroup supervisiontraining facilitation

Certifications

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