Personal Financial Counselor

Magellan Health

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

Posted 9/21/2026part-timeRemote • Kansas • 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, utilizing effective communication and presentation skills to deliver impactful financial education and resources.

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 CounselingElectronic CommunicationQuality Improvement ParticipationRegulatory Compliance

Soft Skills

Communication with LeadershipInterpersonal SkillsTeam Collaboration

Tools & Technologies

Web-Based ToolsSecure Online ChatVideo CommunicationsSecure Video Teleconference

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 Lifecycle

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
Deliver one-on-one counseling and consultations with commanders, providers, staff, and other stakeholders
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
Respond to requests for age-appropriate classes and seminars
Use virtual counseling and electronic communication modes, including web-based tools, 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 trends and issues affecting assigned installations
Participate in in-services, training, quality improvement committees, and other contract activities
Comply with applicable security, legal, regulatory, contractual, and internal policy requirements
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 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

May be eligible for short-term incentives
Comprehensive benefits package
Health benefits
Life benefits
Voluntary benefits
Benefits and perks supporting physical, mental, emotional and financial wellbeing
Tobacco-free workplace
Equal Opportunity Employer