Magellan Health is a healthcare management company working across behavioral health, pharmacy management, and employee assistance programs. Its services support individuals, families, military communities, and local communities through personalized care and practical health solutions. The company focuses on improving health outcomes and making the patient experience more responsive to individual needs.
Personal Financial Counselor, Assignment Ready – Phoenix, AZ
Provide personal financial counseling, education, and resource support to service members and their families at Arizona military installations. Deliver short-term, surge, deployment, and assignment coverage for Magellan Health.
Description
- Cover short-term, surge, and on-demand military support needs
- Deliver personal financial counseling and management services to service members and their families at military installations
- Provide individual counseling and consultations for commanders, providers, and staff
- Lead briefings and presentations
- Offer referral resources beyond counseling sessions
- Coordinate with installation and military branch Points of Contact to keep services within scope and aligned with installation needs
- Help service members create spending plans for extended absences
- Create and distribute educational financial materials
- Coordinate, promote, and deliver Personal Financial Management classes and workshops throughout the military lifecycle
- Respond to requests for age-appropriate classes and seminars
- Use virtual counseling and electronic communications when authorized
- Handle duty-to-warn situations in accordance with Department of Defense protocol
- Communicate with leadership and take part in individual and group supervision
- Report trends and issues affecting assigned installations
- Participate in in-service activities, training, quality improvement committees, and other contract work
- Complete additional duties as assigned
Requirements
- Bachelor’s degree required
- An associate degree with four years of experience may substitute for a bachelor’s degree
- A high school diploma with six years of experience may substitute for a bachelor’s degree
- At least three years of financial counseling experience
- U.S. citizenship required
- Fluent English required
- English and Spanish bilingual proficiency required when specified by the contract
- Ability to obtain a favorably adjudicated Tier 2 investigation
- Successful completion of the Congressionally Mandated Disclosures for Organizational Conflicts of Interest process
- One of the following certifications required: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
- Valid in-state driver’s license
Benefits
- Short-term incentive opportunities may be available
- Comprehensive benefits package
- Health coverage
- Life insurance benefits
- Voluntary benefits
- Benefits and perks designed to support physical, mental, emotional, and financial well-being
- Tobacco-free workplace