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Personal Financial Counselor Jobs (NOW HIRING)

Magellan Health Services

$58K - $93K/yr

  • Medical

  • Life

Provides personal financial counseling and management services directly to service members and their families. * Assists service members in establishing a spending plan for extended absences.

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How much do personal financial counselor jobs pay per hour?

As of Aug 13, 2026, the average hourly pay for personal financial counselor in the United States is $24.04, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $24.04 per hour, depending on experience, location, and employer.

What is a personal financial counselor?

A Personal Financial Counselor is a professional who helps individuals and families manage their finances, set financial goals, and develop personalized plans to achieve them. They provide guidance on budgeting, saving, investing, debt management, and retirement planning. Personal Financial Counselors often work with clients during major life events or financial challenges, offering tailored advice to improve financial well-being. Unlike financial advisors, they typically focus more on education and counseling rather than selling financial products.

What are some common challenges personal financial counselors face when working with clients, and how can these be addressed?

Personal Financial Counselors often encounter clients who are hesitant to discuss their financial situations or may be resistant to changing long-standing financial habits. Building trust and rapport is essential to help clients feel comfortable sharing personal information. Counselors must also stay current on financial regulations and products to provide accurate advice. Addressing these challenges typically involves strong interpersonal skills, ongoing professional development, and a commitment to client education and empowerment.

What is the difference between Personal Financial Counselor vs Financial Advisor?

AspectPersonal Financial CounselorFinancial Advisor
CredentialsCertifications like CFP, AFC, or similarCFP, CFA, or similar certifications
Work EnvironmentFinancial institutions, credit counseling agencies, non-profitsPrivate firms, banks, investment companies
Employer & IndustryFinancial services, credit counseling, non-profitFinancial planning, investment management

While both roles involve financial guidance, a Personal Financial Counselor primarily helps clients manage debt, budgeting, and credit issues, often in non-profit or credit counseling settings. A Financial Advisor typically provides investment advice and wealth management services. The two roles share certifications and work environments but focus on different aspects of personal finance.

What are the key skills and qualifications needed to thrive as a personal financial counselor, and why are they important?

To thrive as a Personal Financial Counselor, you need a solid understanding of financial planning, budgeting, and investment strategies, often supported by a degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheet tools like Excel, and certifications such as AFC (Accredited Financial Counselor) are typically required. Strong interpersonal skills, empathy, and the ability to communicate complex ideas simply help build trust and motivate clients. These skills are vital to effectively guide clients toward financial stability and long-term success.
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What states have the most Personal Financial Counselor jobs?

States with the most job openings for Personal Financial Counselor jobs include:

What job categories do people searching Personal Financial Counselor jobs look for?

The top searched job categories for Personal Financial Counselor jobs are:

Personal Financial Counselor jobs near you
Infographic showing various Personal Financial Counselor job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, 1% Temporary, 4% Contract, and 1% Nights. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $50,000 per year, or $24 per hour.

Personal Financial Counselor

Magellan Health Services

Fort George G Meade, MD • On-site

$58K - $93K/yr

Full-time

Medical, Life

Re-posted 23 hours ago

Magellan Health rating

8.1

Company rating: 8.1 out of 10

Based on 28 frontline employees who took The Breakroom Quiz

Job description

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

  • Provides personal financial counseling and management services directly to service members and their families.

  • Assists service members in establishing a spending plan for extended absences.

  • Develops and makes available informational financial materials to service members and families.

  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

  • Responds to requests for age-appropriate classes or seminars.

  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

  • Manages duty to warn situations according to Department of Defense (DoD) protocol.

  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Responsibilities

Bachelor's degree required.
May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
3+ years of financial counseling experience.
Must be a U.S. citizen and speak fluent English.
If required by the contract, must be bilingual in English and Spanish.
Be able to obtain a favorably adjudicated Tier 2 investigation.
Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

Title

Personal Financial Counselor - Fort Meade, MD

Grade

24

Work Experience - Required

Financial Counseling

Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther

License and Certifications - Preferred

Salary Range

Salary Minimum:

$58,440

Salary Maximum:

$93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

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