Personal Financial Counselor

Magellan Health

. Provide personal financial services at assigned military installations .

Posted 9/21/2026full-timeRemote • New Jersey • United StatesMid-LevelSenior💰 $58,440 - $93,500 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in personal financial counseling and education for military service members and their families, utilizing effective communication and presentation skills to deliver impactful financial management classes and workshops.

Highest-signal resume keywords

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

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Personal Financial ServicesFinancial CounselingSpending Plan DevelopmentFinancial Education Materials DevelopmentVirtual CounselingWeb-Based ToolsVideo CommunicationsSecure Online ChatVideo TeleconferenceDuty-to-Warn Management

Soft Skills

CommunicationCollaborationPresentation SkillsSupervision ParticipationTrend Analysis

Certifications & Qualifications

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

Industry Keywords

Military InstallationsPersonal Financial ManagementDepartment of Defense ProtocolOrganizational Conflicts of Interest (OCI)Financial WorkshopsQuality Improvement Committees

About the role

Key responsibilities & impact

Provide personal financial services at assigned military installations
Provide one-on-one financial counseling and consultation to military service members and their families
Consult with commanders, providers, and staff
Conduct briefings, presentations, classes, and seminars
Provide referral resources outside counseling sessions
Work with installation and military branch Points of Contact to ensure the program meets installation needs and remains within scope
Assist service members in establishing spending plans for extended absences
Develop and distribute informational financial materials
Coordinate, publicize, and deliver Personal Financial Management classes and workshops across the military lifecycle
Provide age-appropriate classes or seminars in response to requests
Use virtual counseling and electronic communication methods, including web-based tools, secure online chat, video communications, and secure video teleconference when authorized
Manage duty-to-warn situations according to Department of Defense protocol
Communicate with leadership and participate in individual and group supervision
Share information about trends and issues at assigned installations
Participate in in-services, 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
Fluent English required
Bilingual 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: 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 benefits
Life benefits
Voluntary benefits
Wellbeing benefits and perks supporting physical, mental, emotional, and financial wellbeing
Tobacco-free workplace