Financial Counselor
3 days ago
We are seeking a highly skilled Personal Financial Counselor to provide expert financial guidance to military service members and their families at assigned installations. As a key member of our team, you will play a critical role in helping our clients achieve financial stability and security.
Key Responsibilities- Provide one-on-one counseling and education on personal financial management, including budgeting, saving, and debt management.
- Develop and deliver financial workshops and classes on topics such as financial planning, credit management, and retirement savings.
- Collaborate with installation and military branch Points of Contact to ensure program effectiveness and meet client needs.
- Utilize virtual counseling and electronic communication tools to provide remote support to clients.
- Manage duty to warn situations according to Department of Defense protocol.
- Participate in regular supervision, training, and quality improvement activities to enhance professional development.
- Bachelor's degree in a related field, or equivalent experience.
- 3+ years of financial counseling experience, with a focus on military families.
- Must be a U.S. citizen and speak fluent English.
- Ability to obtain a favorably adjudicated Tier 2 investigation.
- One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
As a Personal Financial Counselor with Magellan Health, you will enjoy a comprehensive benefits package, including health, life, and voluntary benefits. You will also have opportunities for professional growth and development, as well as the satisfaction of making a meaningful difference in the lives of our clients.
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