Personal Financial Counselor, Assignment Ready Counselor

Magellan Health

Personal Financial Counselor providing financial counseling services to military families. Supporting military service members in managing financial plans and providing educational resources.

Posted 7/7/2026part-timeRemote • Maine • 🇺🇸 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.
Provide personal financial counseling and management services directly to service members and their families.
Assists service members in establishing a spending plan for extended absences.
Develops and makes available informational financial materials to service members and families.
Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops.
Responds to requests for age-appropriate classes or seminars.
Possess the skills to effectively utilize virtual counseling or other electronic modes of communication.
Manages duty to warn situations according to Department of Defense (DoD) protocol.
Communicates with leadership and participates 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.
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

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Personal Financial ManagementSpending Plan DevelopmentFinancial Education Materials CreationVirtual CounselingDuty to Warn Protocol

Soft Skills

Effective CommunicationSupervision ParticipationClass Coordination

Certifications

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