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Magellan Health
Magellan Health
1,001 – 5,000 Employees
HealthcareHealthcare Insurance
Magellan Health operates in healthcare and healthcare insurance, with a focus on behavioral health, managed care, and care coordination. Its work includes clinical care management, behavioral health services, treatment support for mental health and substance use conditions, and counseling programs serving military families and other institutional clients. Regional programs such as Magellan Hawai‘i and Magellan of New Mexico reflect the organization’s role in delivering and coordinating care across distinct communities and healthcare systems.
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Personal Financial Counselor Trainee - Remote | Magellan Health

Magellan Health is hiring a remote Personal Financial Counselor Trainee to support financial counseling services for U.S. service members and their families. The role includes financial education, spending-plan support, workshops, virtual counseling, and progress toward PFC certification.

USUnited States
$45,655 – $68,485 / year
RemotePart-timeEntry levelEnglish RequiredCounselor

Description

  • Complete training in personal financial counseling while working toward the required PFC certification
  • Educate and assist members, providers, and internal and external customers
  • Develop personal financial counseling and management skills for service members and their families
  • Help service members create spending plans for extended absences
  • Coordinate, promote, and deliver Personal Financial Management classes and workshops throughout the military lifecycle
  • Use virtual counseling and electronic communication tools, including web platforms, secure chat, video communications, and secure video teleconferencing
  • Handle duty-to-warn situations in accordance with Department of Defense protocol
  • Communicate with leadership and take part in individual and group supervision
  • Attend in-service sessions and training, and contribute to quality improvement committees and assigned contract activities
  • Complete other assigned duties

Requirements

  • More than 1,000 hours of financial counseling experience completed before applying
  • Bachelor's degree required; an associate degree with 4 years of experience or a high school diploma with 6 years of experience may be accepted instead
  • U.S. citizenship required
  • Fluent English
  • Ability to speak to and present information for small or large groups
  • Bilingual English and Spanish skills if required by the contract
  • Ability to obtain favorably adjudicated Tier 2 investigation status
  • Must be working toward earning an approved Financial Certification, such as AFC, CFP, or ChFC, within 3 months of employment
  • Valid in-state driver's license
  • Commitment to ethical conduct and confidentiality
  • Employee attributes aligned with positive attitude, customer service, company culture, and work ethic

Benefits

  • Short-term incentives may be available
  • Comprehensive benefits package
  • Health benefits
  • Life benefits
  • Voluntary benefits
  • Benefits and perks supporting physical, mental, emotional, and financial wellbeing
  • Tobacco-free workplace

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