Personal Financial Counselor, Assignment Ready Counselor

Magellan Health

Personal Financial Counselor providing financial counseling services to military service members and their families. Focusing on financial management education and workshops during military needs.

Posted 7/7/2026part-timeRemote • Rhode Island • 🇺🇸 United StatesMid-LevelSenior💰 $58,440 - $93,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in personal financial counseling, including the development of financial plans and educational materials for military service members and their families. Holds relevant certifications and possesses strong communication skills to effectively deliver financial management workshops.

Highest-signal resume keywords

Financial Counseling ExperienceAccredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Bilingual in English and Spanish

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Financial CounselingSpending Plan DevelopmentFinancial Education Materials CreationWorkshop CoordinationFinancial Management Classes

Soft Skills

Communication SkillsInterpersonal Skills

Certifications & Qualifications

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

Industry Keywords

Military Financial CounselingPersonal Financial ManagementCongressional Mandated DisclosuresOrganizational Conflicts of Interest (OCI)

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 services to military service members and their families.
Assists 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 a wide variety of Personal Financial Management classes/workshops.

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

Broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.