Financial Counselor

2 days ago


San Antonio, Texas, United States Magellan Health Full time
Job Summary

We are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health. As a key member of our team, you will provide personal financial services to military service members and their families at assigned installations.

Key Responsibilities
  • Provide comprehensive personal financial counseling and management services to service members 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 conduct a wide range of Personal Financial Management classes and workshops.
  • Respond to requests for age-appropriate classes or seminars.
  • Utilize virtual counseling and electronic communication modes to provide support.
  • 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 bilingual in English and Spanish if required by the contract.
  • Must have a Tier 2 investigation.
  • Must have one of the following certifications: AFC, CFP, or ChFC.
  • Must have over a thousand hours of financial counseling experience.
Benefits

This position may be eligible for short-term incentives and a comprehensive benefits package, including health, life, and voluntary benefits.

Magellan Health is an Equal Opportunity Employer and a Tobacco-free workplace.


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