Personal Financial Counselor

🕒 August 24

🧀 Wisconsin – Remote

🧀 Wisconsin – 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 arising from military needs • Provide personal financial counseling and management services to military service members and their families • Deliver one-on-one counseling and consultations with commanders, providers, and staff • Conduct briefings, presentations, classes, seminars, and workshops on personal financial management • 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 DoD protocol • Communicate with leadership and participate in individual and group supervision • Share trends and issues from assigned installations • Participate in in-services, training, quality improvement committees, and other contract activities • Provide referrals to outside resources when appropriate • 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 • Fluent English required • Bilingual 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

🏖️ Benefits

• Short-term incentives may be available • Comprehensive benefits package • Health, life, voluntary and other benefits • Benefits and perks supporting physical, mental, emotional and financial wellbeing • Tobacco-free workplace