Financial Counselor

2 weeks ago


Union, Kentucky, United States Magellan Health Full time
Job Summary

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 individuals achieve financial stability and security.

Key Responsibilities
  • Provide one-on-one counseling and education on personal finance, budgeting, and money management.
  • Develop and deliver financial workshops and classes on topics such as saving, investing, and debt management.
  • Collaborate with installation and military branch Points of Contact to ensure program effectiveness and meet installation needs.
  • Utilize virtual counseling and electronic communication tools to provide support to service members and their families.
  • Manage duty to warn situations according to Department of Defense protocol.
  • Participate in regular supervision, training, and quality improvement activities to enhance skills and knowledge.
Requirements
  • Bachelor's degree in a related field (or equivalent combination of education and experience).
  • Over 1,000 hours of financial counseling experience.
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification.
  • Ability to obtain a favorably adjudicated Tier 2 investigation.
  • Fluent English language skills (bilingual in English and Spanish a plus).
What We Offer

As a Personal Financial Counselor with Magellan Health, you will enjoy a comprehensive benefits package, including health, life, and voluntary benefits. Our company is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.



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