Personal Financial Counselor

Magellan Health

. Provide personal financial services at assigned military installations .

Posted 11/2/2026full-timeRemote • 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 services, with a strong ability to develop and deliver financial education materials and workshops tailored to service members and their families. Proficient in utilizing virtual counseling methods and managing sensitive situations according 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 CoordinationVirtual CounselingElectronic CommunicationAge-Appropriate Financial EducationQuality Improvement ParticipationDuty-to-Warn ManagementFinancial Material Development

Soft Skills

CommunicationLeadershipCollaborationSupervisionPublic Speaking

Tools & Technologies

Web-Based ServicesSecure Online ChatVideo CommunicationsSecure Video Teleconference

Certifications & Qualifications

Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)Valid In-State Driver's License

Industry Keywords

Military Financial ServicesDepartment of Defense ProtocolCongressional Mandated DisclosuresOrganizational Conflicts of Interest (OCI)

About the role

Key responsibilities & impact

Provide personal financial services at assigned military installations
Provide personal financial counseling and management services to service members and their families
Assist service members in establishing spending plans for extended absences
Develop and provide 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 modes, including web-based services, 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 installation trends and issues
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: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
Valid in-state driver's license listed as required certification

Benefits

Comp & perks

Short-term incentives may be available
Comprehensive benefits package
Health benefits
Life benefits
Voluntary benefits
Other benefits and perks supporting physical, mental, emotional, and financial wellbeing
Tobacco-free workplace