Personal Financial Counselor

Magellan Health

Personal Financial Counselor delivering financial counseling and education to military service members and families. Conducting workshops and utilizing virtual counseling services for financial management.

Posted 6/10/2026part-timeRemote • Pennsylvania • 🇺🇸 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 personal financial counseling and management services directly to service members and their families
Conduct one-on-one counseling, briefings, and presentations
Develop financial materials and coordinate Personal Financial Management classes/workshops
Utilize virtual counseling methods
Manage duty to warn situations according to Department of Defense (DoD) protocol
Communicate with leadership and participate in supervision and training activities

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

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial counselingpersonal financial managementfinancial materials developmentvirtual counseling methods

Soft Skills

communicationpresentationsupervisiontraining

Certifications

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