Financial Counselor Military Families

Position: Financial Counselor for Military Families
Support military service members with expert financial counseling at March ARB, CA. This role emphasizes personalized financial education, budgeting, and counseling services tailored to military families.

As a Personal Financial Counselor at Magellan Health, you will provide essential financial advisory services to service members and their families at military installations. Key responsibilities include educating clients on financial management, organizing workshops, and conducting one-on-one consultations. Strong communication skills and experience in financial counseling are critical to meet the diverse needs of military personnel.

Key Responsibilities:

• Provide personalized financial counseling to military families

• Develop and deliver financial management workshops

• Conduct one‑on‑one counseling sessions based on individual needs

• Create engaging financial materials for service members

• Collaborate with military installation points of contact

Requirements:

• Bachelor’s degree or equivalent experience required

• 3+ years of financial counseling experience

• U.S. citizenship and fluent English required

• Certification in AFC, CFP, or ChFC mandatory

• Bilingual skills in English and Spanish preferred

Enhance your career while making a meaningful impact on the financial wellbeing of military families.
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