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Personal Financial Counselor; Orlando, FL

$58.44k

Magellan Health

Job Title Personal Financial Counselor; Orlando, FL Responsibilities Provide personal financial services at assigned military installations, delivering one‑on‑one counseling, briefings, presentations, and referral resources. Coordinate educational materials and workshops across the military lifecycle (e.g., arrival, deployment, career events). Utilize virtual counseling and electronic communication modes, including secure online chat and video teleconferencing. Monitor and manage duty‑to‑warn situations in accordance with DoD protocol. Communicate with installation leadership, conduct regular supervision, and share trend information. Participate in in‑services, trainings, quality‑improvement committees, and other contract activities as assigned. Perform other duties as assigned. Qualifications Bachelor’s degree required (Associate degree plus 4 years experience or high school diploma plus 6 years experience considered). 3+ years of financial counseling experience. U.S. citizen fluent in English; bilingual in English and Spanish if required by contract. Must obtain a favorably adjudicated Tier 2 investigation. Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. One of the following certifications required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Valid driver license (state requirement optional). Licenses & Certifications Required: AFC, CFP, or ChFC. Salary Salary Minimum: $58,440; Salary Maximum: $93,500. Benefits Eligible for short‑term incentives and a comprehensive benefits package. EEO Statement Magellan Health, Inc. is a proud Equal Opportunity Employer. EOE/M/F/Vet/Disabled. The company is a tobacco‑free workplace. #J-18808-Ljbffr Magellan Health

Vacancy posted 3 days ago
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