Personal Financial Counselor

Magellan Health

Personal Financial Counselor providing financial counseling and education to U.S. military service members and families.

Posted 8/4/2026full-timeRemote • 🇺🇸 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 and management, with a focus on providing tailored financial education and support to service members and their families. Proficient in utilizing virtual counseling methods and adhering to Department of Defense protocols.

Highest-signal resume keywords

Financial Counseling ExperienceBachelor's DegreeAccredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

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

Soft Skills

Effective CommunicationLeadership ParticipationGroup Supervision

Certifications & Qualifications

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

Industry Keywords

Department of Defense (DoD)Organizational Conflicts of Interest (OCI)Bilingual in English and SpanishQuality Improvement Committees

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 and management services directly to 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 a wide variety of Personal Financial Management classes/workshops
Respond to requests for age-appropriate classes or seminars
Possess the skills to effectively utilize virtual counseling or other electronic modes of communication
Manage duty to warn situations according to Department of Defense (DoD) protocol
Communicate with leadership and participate in regular individual and group supervision
Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
All other duties as assigned.

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

Health, life, voluntary and other benefits and perks that enhance physical, mental, emotional and financial wellbeing.