Magellan Health

Personal Financial Counselor

Magellan Health

part-time

Posted on:

Origin:  • 🇺🇸 United States • New York

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Salary

💰 $53,125 - $84,995 per year

Job Level

Mid-LevelSenior

Tech Stack

Unity

About the role

  • Provide coverage in short-term, surge and on-demand situations for military needs
  • Provide full breadth of personal financial counseling services to service members and their families
  • Education and counseling on financial services; one-on-one counseling; consultations; briefings; referrals
  • Works with installation POC to ensure program meets needs
  • Provides personal financial counseling and management services directly
  • Assist service members in establishing spending plan for extended absences
  • Develops and makes available informational financial materials
  • Coordinates and provides a wide variety of Personal Financial Management classes/workshops across the military lifecycle
  • Responds to requests for age-appropriate classes or seminars
  • Utilize virtual counseling or electronic modes of communication; web-based chat; video-based communications; secure video conference
  • Manage duty to warn per DoD protocol
  • Communicate with leadership; participate in supervision; share trends
  • Participate in in-services, quality improvement committees or other contract activities
  • All other duties as assigned

Requirements

  • Bachelor's degree required; may consider an associate degree plus 4 years' experience in lieu of bachelor's
  • High school diploma with 6 years' experience in lieu of bachelor's
  • 3+ years of financial counseling experience
  • U.S. citizenship and fluent English; bilingual in English and Spanish if required by contract
  • Certifications: AFC, CFP, or ChFC
  • Combination of Education and Work Experience may be considered