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Personal Financial Counselor; Mansfield, OH

Job in Mansfield, Richland County, Ohio, 44904, USA
Listing for: Magellan Health
Full Time position
Listed on 2026-07-03
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 58440 - 93500 USD Yearly USD 58440.00 93500.00 YEAR
Job Description & How to Apply Below

Responsibilities

  • Provide personal financial counseling services at assigned military installations to service members and their families.
  • Conduct one‑on‑one counseling, briefings, presentations, and referrals to outside resources as needed.
  • Consult with commanders or other installation staff to ensure programs remain within scope and meet installation needs.
  • Assist service members in establishing spending plans for extended absences.
  • Develop and make available informational financial materials.
  • Coordinate, publicize, and lead Personal Financial Management classes and workshops on topics across the military lifecycle.
  • Respond to requests for age‑appropriate classes or seminars.
  • Utilize virtual counseling or other electronic communication modes (web‑based, secure chat, or video).
  • Manage duty‑to‑warn situations according to DoD protocol.
  • Communicate with leadership and participate in regular supervision, sharing trends and issues.
  • Participate in in‑services, training, quality improvement committees and other contract activities as assigned.
Qualifications
  • Bachelor’s degree required (or associate degree plus four years of experience; or high school diploma plus six years of experience).
  • At least 3 years of financial counseling experience.
  • U.S. citizen who speaks fluent English (bilingual English/Spanish if required by the contract).
  • Ability to obtain a Tier 2 investigation and pass the OCI process.
  • Must hold one of the following certifications:
    Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Job Information

Title:

Personal Financial Counselor – Mansfield, OH, Grade 24 (Financial Counseling Work Experience – Required). Salary range: $58,440 – $93,500 per year.

Benefits

The position may be eligible for short‑term incentives, a comprehensive benefits package, and a broad range of health, life, voluntary, and other benefits.

Equal Opportunity Statement

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. All employees must understand, comply with, and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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