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Personal Financial Counselor- Marysville, WA

Job in Marysville, Snohomish County, Washington, 98271, USA
Listing for: Magellan Health
Full Time position
Listed on 2026-05-31
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

Job Information

Title:

Personal Financial Counselor – Marysville, WA. Grade: 24.

Responsibilities
  • Provide personal financial counseling services to military service members and families at assigned installations.
  • Conduct one‑on‑one counseling, briefings and presentations, and referrals to external resources.
  • Assist service members in establishing spending plans for extended absences.
  • Develop and distribute informational financial materials.
  • Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops across the military lifecycle.
  • Respond to requests for age‑appropriate classes or seminars.
  • Utilize virtual counseling modalities (web‑based, secure online chat, video) when authorized by OSD FINRED.
  • Manage duty‑to‑warn situations per DoD protocol.
  • Communicate with leadership and participate in supervision, sharing trend information.
  • Participate in continuing education, quality improvement committees and other contract activities.
  • Perform other duties as assigned.
Qualifications
  • Bachelor's degree required; may consider associate degree plus 4 years experience or high school diploma plus 6 years experience.
  • 3+ years of financial counseling experience.
  • U.S. citizen and fluent in English; bilingual in English and Spanish required if contract dictates.
  • Must obtain a favorably adjudicated Tier2 security investigation.
  • Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
  • Holder of one of the following certifications:
    Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Salary and Benefits
  • Salary range: $58,440 – $93,500 per year.
  • May be eligible for short‑term incentives and a comprehensive benefits package including health, life, and voluntary benefits.
Equal Opportunity Employer

Magellan Health, Inc. is an Equal Opportunity Employer and a tobacco‑free workplace. EOE/M/F/Vet/Disabled.

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Position Requirements
5+ Years work experience
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