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Personal Financial Counselor- Mountain Home, ID
Job in
Mountain Home, Elmore County, Idaho, 83647, USA
Listed on 2026-08-13
Listing for:
Magellan Health
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Responsibilities
- Provide full‑breadth personal financial counseling to service members and families at military installations
- Conduct one‑on‑one counseling, briefings, presentations, and referrals to external resources
- Assist service members in establishing a spending plan for extended absences
- Develop and distribute informational financial materials
- Coordinate, publicize, and conduct a wide variety of Personal Financial Management classes/workshops across the military lifecycle
- Provide virtual counseling or other electronic communications (web‑based, secure online chat, video)
- Handle duty‑to‑warn situations per DoD protocol
- Communicate with leadership; participate in supervision, in‑services, training, quality improvement committees, and contract activities
- Perform all other duties as assigned
- 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. citizenship and fluent English (bilingual in English and Spanish if required by contract)
- Obtain a favorably adjudicated Tier 2 investigation
- Pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process
- Hold one of the following certifications:
Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC) - Valid driver’s license in the applicable state (preferred)
- Title:
Personal Financial Counselor — Mountain Home, - Grade: 24
- Work Experience:
Financial Counseling (Required), Financial Counseling (Preferred) - Education:
Bachelor's (Required), Associate + 4 yrs experience (Considered), High School + 6 yrs experience (Considered) - Salary Range: $58,440 – $93,500
- Short‑term incentives and comprehensive benefits package available
- Health, life, voluntary and other benefits
- Comprehensive benefits package
Magellan Health, Inc. is a proud Equal Opportunity Employer and a tobacco‑free workplace. Veterans and individuals with disabilities are encouraged to apply.
#J-18808-LjbffrPosition Requirements
5+ Years
work experience
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