Personal Financial Counselor

Magellan Health

Personal Financial Counselor at Magellan Health providing financial counseling services to military members and families. Assisting in financial management, workshops, and virtual counseling support.

Posted 6/23/2026full-timeEgg Harbor Township • New Jersey • 🇺🇸 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 to service members and families
Coordinate, publicize and provide Personal Financial Management classes/workshops
Respond to requests for age-appropriate classes or seminars
Utilize virtual counseling or other electronic modes of communication
Manage duty to warn situations according to DoD protocol
Communicate with leadership and participate in regular individual and group supervision

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
Must 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

Health insurance
Life insurance
Voluntary benefits
Wellness programs
Short-term incentives and comprehensive benefits package

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 creationclass coordinationpublic speakingvirtual counselingDoD protocol managementgroup supervision

Soft Skills

communicationleadershiporganizational skillsinterpersonal skills

Certifications

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