Personal Financial Counselor, Assignment Ready Counselor

Magellan Health

. Provide coverage in short-term, surge, and on-demand situations driven by military needs .

Posted 10/5/2026part-timeRemote • Rhode Island • 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, providing tailored financial advice to service members and their families. Proficient in delivering presentations and workshops while ensuring 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 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 DevelopmentBriefing and Presentation SkillsWorkshop CoordinationVirtual CounselingQuality Improvement ParticipationReferral Resource ManagementDuty-to-Warn ManagementMilitary Lifecycle Knowledge

Soft Skills

Communication with LeadershipInterpersonal SkillsGroup Supervision ParticipationTrend AnalysisTraining Facilitation

Tools & Technologies

Secure Online ChatWeb-Based CounselingVideo Teleconference

Certifications & Qualifications

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

Industry Keywords

Department of Defense ProtocolOrganizational Conflicts of Interest (OCI)Military InstallationsService Members SupportFinancial Education

About the role

Key responsibilities & impact

Provide coverage in short-term, surge, and on-demand situations driven by military needs
Provide personal financial counseling and management services to service members and their families at military installations
Deliver one-on-one counseling and consultations with commanders, providers, and staff
Conduct briefings, presentations, classes, seminars, and workshops
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 and publicize Personal Financial Management classes and workshops across the military lifecycle
Provide virtual counseling through secure online chat, web-based, video, or secure video teleconference 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
Ability 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
Benefits and perks supporting physical, mental, emotional, and financial wellbeing
Tobacco-free workplace