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Personal Financial Counselor

🔥 4 minutes ago

🇺🇸 United States – Remote

💵 $58.4k - $93.5k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🛋️ Counselor

Where this job comes from

Posted on Magellan Health's careers page, not through a job board

First seen by Remote Rocketship 4 minutes ago

Logo of Magellan Health

Magellan Health

1001 - 5000 employees

🏥 Healthcare

⚕️ Healthcare Insurance

💰 $101M Private Equity Round - Magellan Health Services on 2004-01

Healthcare • Healthcare Insurance

Magellan Health is a healthcare organization focused on behavioral health and care-management services. The company provides clinical care managers, military and family life counselors, and behavioral health services across regional programs (e. g. , Magellan Hawai‘i, Magellan of New Mexico), and supports treatment coordination for mental health and substance abuse conditions. It also offers programs that support military families and other institutional clients, indicating work in managed behavioral health and care coordination.

📋 Description

• Provide personal financial services at assigned military installations • Provide personal financial counseling and management services to service members and their families • Assist service members in establishing spending plans for extended absences • Develop and provide informational financial materials • Coordinate, publicize, and deliver Personal Financial Management classes and workshops across the military lifecycle • Respond to requests for age-appropriate classes or seminars • Utilize virtual counseling and electronic communication modes, including web-based services, secure online chat, video communications, and secure video teleconference when authorized • Manage duty-to-warn situations according to Department of Defense protocol • Communicate with leadership and participate in individual and group supervision • Share information about installation trends and issues • 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 pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process • Must hold one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) • Valid in-state driver's license listed as required certification

🏖️ 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

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