Personal Financial Counselor

Magellan Health

. Provide personal financial services at assigned military installations .

Posted 9/24/2026full-timeRemote • Virginia • 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, with a focus on providing tailored financial services to military personnel and their families. Proficient in developing educational materials and conducting workshops to enhance financial literacy across diverse audiences.

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 CoordinationBriefing and Presentation SkillsVirtual CounselingQuality Improvement ParticipationAge-Appropriate Class DevelopmentReferral Resource ManagementDuty-to-Warn Protocol Management

Soft Skills

Communication with LeadershipInterpersonal SkillsGroup Supervision ParticipationCollaboration with CommandersPublic Speaking

Certifications & Qualifications

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

Industry Keywords

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

About the role

Key responsibilities & impact

Provide personal financial services at assigned military installations
Provide personal financial counseling and management services directly to service members and their families
Conduct one-on-one counseling and consultations with commanders, providers, and staff
Conduct briefings and presentations
Provide referral resources outside counseling sessions
Work with installation and military branch Points of Contact to ensure program scope and installation needs are met
Assist service members in establishing spending plans for extended absences
Develop and provide informational financial materials
Coordinate, publicize, and provide Personal Financial Management classes and workshops across the military lifecycle
Respond to requests for age-appropriate classes and seminars
Provide virtual counseling and electronic communications 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-service training, quality improvement committees, and other contract activities
Perform other assigned duties

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 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