magellan healthOrlando, FL
Personal Financial Counselor; Orlando, FL
$58,440
Apply →Personal Financial Counselor; Orlando, FL
Personal Financial Counselor; Orlando, FL
magellan healthOrlando, FL
Apply for this role →yesterday
$58,440
Job Title Personal Financial Counselor; Orlando, FLResponsibilitiesProvide 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.SalarySalary 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.
Also on the board Same function, level within a rung
Level
Senior
Salary
$58,440
Location
Orlando, FL
Occupation
Personal Financial Advisors
Industry
Other Individual and Family Services
Posted
yesterday