Personal Financial Counselor

Magellan Health

. Provide personal financial services at assigned military installations .

Posted 11/10/2026full-timeAlaska • 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 for military personnel and their families, with a focus on delivering effective presentations, workshops, and individualized support. Proficient in developing financial materials and coordinating educational programs while adhering to military protocols and standards.

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 CoordinationPresentation SkillsVirtual CounselingInformational Material DevelopmentQuality Improvement ParticipationDuty-to-Warn ManagementMilitary Protocol Compliance

Soft Skills

Communication SkillsInterpersonal SkillsLeadership SkillsSupervision ParticipationTraining Facilitation

Certifications & Qualifications

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

Industry Keywords

Military InstallationsPersonal Financial ManagementService MembersFinancial CounselingCongressional Mandated DisclosuresOrganizational Conflicts of InterestTier 2 InvestigationIn-Service TrainingQuality Improvement CommitteesFinancial Education

About the role

Key responsibilities & impact

Provide personal financial services at assigned military installations
Deliver personal financial counseling and management services to service members and their families
Provide 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 age-appropriate classes and seminars upon request
Use virtual counseling and electronic communication methods when authorized
Manage duty-to-warn situations according to DoD 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: 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
Other benefits and perks supporting physical, mental, emotional, and financial wellbeing
Tobacco-free workplace