Personal Financial Counselor, Assignment Ready Counselor

Magellan Health

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

Posted 10/7/2026part-timePhoenix • Arizona • 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 a focus on developing and delivering financial education programs. Proficient in conducting individual and group counseling sessions, utilizing virtual communication methods, and adhering to Department of Defense protocols.

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 ManagementSpending Plan DevelopmentWorkshop CoordinationBriefing and Presentation SkillsVirtual CounselingQuality Improvement ParticipationReferral Resource ManagementIndividual and Group SupervisionCrisis Management

Soft Skills

CommunicationInterpersonal SkillsCollaborationLeadershipProblem-Solving

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)Military InstallationsFinancial Education Programs

About the role

Key responsibilities & impact

Provide coverage in short-term, surge, and on-demand situations resulting from military needs
Provide personal financial counseling and management services to military service members and their families at military installations
Conduct one-on-one counseling and consultations with commanders, providers, and staff
Conduct briefings and presentations
Provide referral resources outside counseling sessions
Work with installation and military branch Points of Contact to ensure the program is within scope and meets installation needs
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
Respond to requests for age-appropriate classes or seminars
Utilize 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 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
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 benefits
Life benefits
Voluntary benefits
Benefits and perks supporting physical, mental, emotional, and financial wellbeing
Tobacco-free workplace