Personal Financial Counselor

Magellan Health

. Provide personal financial counseling and management services directly to military service members and their families .

Posted 11/10/2026part-timeRemote • Florida • 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 management for military service members and their families, with strong communication skills for delivering presentations and workshops. Holds relevant financial certifications and possesses the ability to navigate Department of Defense protocols and organizational conflicts of interest.

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 ManagementSpending Plan DevelopmentBriefing and Presentation SkillsWorkshop CoordinationVirtual Counseling

Soft Skills

Communication SkillsInterpersonal SkillsSupervision Participation

Certifications & Qualifications

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

Industry Keywords

Military Financial CounselingDepartment of Defense ProtocolOrganizational Conflicts of InterestFinancial Education WorkshopsDuty-to-Warn Situations

About the role

Key responsibilities & impact

Provide personal financial counseling and management services directly to military service members and their families
Provide coverage in short-term, surge, and on-demand situations resulting from military needs
Deliver one-on-one counseling and consultations with commanders, providers, and staff
Conduct briefings, presentations, classes, seminars, and workshops on personal financial management
Provide referral resources to participants
Assist service members in establishing spending plans for extended absences
Develop and distribute informational financial materials
Coordinate and publicize Personal Financial Management classes and workshops across the military lifecycle
Provide virtual counseling and electronic communication 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 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
Must speak fluent English
Must be bilingual in English and Spanish if required by the contract
Ability 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)
Valid in-state driver's license

Benefits

Comp & perks

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