Financial Counselor

4 days ago


Albuquerque, New Mexico, United States Magellan Health Full time
Job Summary

This position provides personal financial services to military personnel and their families at assigned installations. The successful candidate will provide a range of financial counseling services, including one-on-one counseling, group briefings, and presentations. They will also work closely with installation and military branch Points of Contact to ensure the program meets the needs of the installation.

Key Responsibilities
  • Provide personal financial counseling and management services to military personnel and their families.
  • Assist service members in establishing a spending plan for extended absences.
  • Develop and disseminate informational financial materials to service members and families.
  • Coordinate and provide a variety of Personal Financial Management classes and workshops.
  • Respond to requests for age-appropriate classes or seminars.
  • Utilize virtual counseling and other electronic modes of communication to provide services.
  • Manage duty to warn situations according to Department of Defense protocol.
  • Communicate with leadership and participate in regular supervision and training.
Requirements
  • Bachelor's degree required.
  • May consider applicants with an associate degree plus 4 years' experience or a high school diploma plus 6 years' experience.
  • Must be a U.S. citizen and speak fluent English.
  • Must be able to obtain a favorably adjudicated Tier 2 investigation.
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • Must have over a thousand hours of financial counseling experience.
Benefits

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.



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