Personal Financial Counselor, Assignment Ready Counselor

Magellan Health

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

Posted 9/21/2026part-timeRemote • Vermont • 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 for military service members and their families, with a strong focus on developing educational materials and delivering workshops. Proficient in virtual counseling methods and compliance with Department of Defense protocols.

Highest-signal resume keywords

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Financial CounselingFinancial Management ServicesSpending Plan DevelopmentWorkshop CoordinationInformational Material DevelopmentVirtual CounselingElectronic Communication

Soft Skills

CommunicationSupervision ParticipationTrend Analysis

Certifications & Qualifications

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

Industry Keywords

Military InstallationsDepartment of Defense ProtocolCongressional Mandated DisclosuresQuality Improvement Committees

About the role

Key responsibilities & impact

Provide coverage in short-term, surge and on-demand situations arising 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, consultations, briefings, presentations and referrals
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
Respond to requests for age-appropriate classes or seminars
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 from 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
Able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process
Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Valid in-state driver's license required

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