Personal Financial Counselor

🕒 September 21

🇺🇸 United States – Remote

💵 $58.4k - $93.5k / year

⏱ Part Time

🟡 Mid-level

🟠 Senior

🛋️ Counselor

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Magellan Health

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

🏥 Healthcare

💰 $101M Private Equity Round on 2004-01

Consulting • Insurance • Healthcare

Magellan Health is a leading healthcare management company that provides a range of services, including behavioral health, pharmacy management, and employee assistance programs. The company focuses on delivering high-quality care and support to individuals and families, particularly those in military and community settings. Magellan Health emphasizes personalized service and innovative solutions to improve health outcomes and enhance the overall patient experience.

📋 Description

• Provide coverage in short-term, surge and on-demand situations resulting from military needs, such as post-deployment events or covering absent counselors • Provide personal financial counseling and management services to military service members and their families at military installations • Conduct one-on-one counseling and consultations with commanders, providers, staff, and other stakeholders • Conduct briefings, presentations, classes, seminars, and workshops on personal financial management • Provide referral resources outside counseling sessions • Work with installation and military branch Points of Contact to ensure the program stays within scope and meets installation needs • Assist service members in establishing spending plans for extended absences • Develop and distribute informational financial materials • Coordinate and publicize Personal Financial Management classes and workshops across the military lifecycle • Provide age-appropriate classes or seminars upon request • Utilize virtual counseling and electronic communication modes when authorized • Manage duty-to-warn situations according to Department of Defense protocol • Communicate with leadership and participate in individual and group supervision • Share trends and issues affecting assigned installations • Participate in in-services, training, quality improvement committees, and other contract activities • Perform other duties as assigned

🎯 Requirements

• 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 have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) • Valid in-state driver's license

🏖️ Benefits

• Short-term incentives may be available • Comprehensive benefits package • Health benefits • Life benefits • Voluntary benefits • Other benefits and perks supporting physical, mental, emotional and financial wellbeing • Tobacco-free workplace