Personal Financial Counselor; Fort Wayne, In

Magellan Health

Fort Wayne, IN, US
$58,440; not specified; comprehensive benefits pyc...
On-site
Provide personal financial counseling
Conduct financial briefings and presentations
Develop financial educational materials
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at military installations in Fort Wayne, IN. The ideal candidate will have a bachelor's degree or equivalent experience and at least three years of relevant financial counseling experience, along with specific certifications

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families.
  • Responsibilities include assisting with spending plans, developing informational materials, and coordinating a wide variety of Personal Financial Management classes.
  • The role requires a Bachelor's degree (or equivalent experience), 3+ years of financial counseling experience, and specific certifications like AFC, CFP, or ChFC.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at military installations in Fort Wayne, IN. The ideal candidate will have a bachelor's degree or equivalent experience and at least three years of relevant financial counseling experience, along with specific certifications.

Salary

$58,440; Not specified; Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial briefings and presentations
  • Develop financial educational materials
  • Manage duty to warn situations
  • Utilize virtual counseling methods

Nice-to-have

  • Coordinate with installation Points of Contact
  • Share trends and issues with leadership
  • Participate in in-services and training

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • U.S. citizen
  • Fluent English speaker
  • Tier 2 investigation required

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter