Personal Financial Counselor

Magellan Health

Personal Financial Counselor providing financial counseling services to military families. Conducting workshops and assisting service members with spending plans and financial education.

Posted 5/31/2026part-timeMinneapolis • Minnesota • 🇺🇸 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 families
Establish spending plans for extended absences
Conduct financial management classes/workshops
Utilize virtual counseling and electronic communication methods
Manage duty to warn situations following DoD protocol
Participate in supervision and training activities

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
Be able to obtain a favorably adjudicated Tier 2 investigation
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
Employee wellness programs

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingspending plansfinancial managementworkshops

Soft Skills

communicationtrainingsupervision

Certifications

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