Personal Financial Counselor

Magellan Health

. Provide coverage in short-term, surge and on-demand situations resulting from military needs .

Posted 11/3/2026part-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 for military service members and their families, utilizing effective communication and presentation skills to deliver financial management education and resources. Holds relevant certifications and possesses the ability to navigate military protocols and provide tailored financial solutions.

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 CounselingFinancial Management EducationSpending Plan DevelopmentBriefing and Presentation SkillsVirtual Counseling Methods

Soft Skills

Communication SkillsInterpersonal SkillsCollaboration with Stakeholders

Certifications & Qualifications

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

Industry Keywords

Military Financial CounselingDepartment of Defense ProtocolOrganizational Conflicts of Interest (OCI)Duty-to-Warn Situations

About the role

Key responsibilities & impact

Provide coverage in short-term, surge and on-demand situations resulting from military needs
Deliver personal financial counseling services to military service members and their families at military installations
Provide one-on-one counseling and consultations with commanders, providers, staff, and other stakeholders
Conduct briefings, presentations, classes, seminars, and workshops on personal financial management
Provide referral resources outside counseling sessions
Assist service members in establishing spending plans for extended absences
Develop and distribute informational financial materials
Coordinate and publicize financial management classes and workshops across the military lifecycle
Use virtual counseling and electronic communication methods when authorized
Manage duty-to-warn situations according to Department of Defense protocol
Communicate with leadership and participate in individual and group supervision
Share trends and issues affecting assigned installations
Participate in training, quality improvement committees, and other contract activities
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree required
Associate degree plus 4 years' experience may be considered in lieu of bachelor's degree
High school diploma plus 6 years' experience may be considered in lieu of bachelor's degree
3+ years of financial counseling experience
Must be a U.S. citizen
Must speak fluent English
Must be bilingual in English and Spanish if required by the contract
Able to obtain a favorably adjudicated Tier 2 investigation
Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Valid in-state driver's license

Benefits

Comp & perks

Short-term incentives may be available
Comprehensive benefits package
Health, life, voluntary and other benefits
Benefits and perks supporting physical, mental, emotional and financial wellbeing
Tobacco-free workplace