Personal Financial Counselor, Assignment Ready Counselor

Magellan Health

Personal Financial Counselor delivering financial counseling services to military service members and their families. Assisting with financial education and managing financial resources during transitions and deployments.

Posted 6/11/2026part-timeRemote • New Jersey • 🇺🇸 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 for counselors who are absent
Provide personal financial counseling and management services to military service members and their families
Assist service members in establishing a spending plan for extended absences
Develop and distribute informational financial materials to service members and families
Coordinate and provide various Personal Financial Management classes/workshops
Respond to requests for age-appropriate classes or seminars
Utilize virtual counseling and electronic communication modes effectively
Manage duty to warn situations according to DoD protocol
Communicate with leadership and participate in regular supervision and quality improvement 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 managementspending plan developmentclass coordinationworkshop facilitationvirtual counselingelectronic communication

Soft Skills

communicationleadershiporganizational skillssupervisionquality improvement

Certifications

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