Personal Financial Counselor - Joint Base Andrews, Md

Magellan Health

Andrews Air Force Base, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial education classes
Manage duty to warn situations
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at Joint Base Andrews, MD. The ideal candidate will possess a relevant degree and financial counseling experience, along with certifications such as AFC, CFP, or ChFC

Job Summary

  • This position will provide personal financial services at assigned military installations, offering one-on-one counseling, consultation, and educational briefings to service members and their families.
  • Responsibilities include assisting service members with spending plans, developing financial materials, coordinating and delivering classes on various financial topics, and responding to age-appropriate requests.
  • The role requires a Bachelor's degree (or equivalent experience), 3+ years of financial counseling experience, specific certifications (AFC, CFP, or ChFC), and the ability to obtain a Tier 2 investigation.

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 Joint Base Andrews, MD. The ideal candidate will possess a relevant degree and financial counseling experience, along with certifications such as AFC, CFP, or ChFC.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial education classes
  • Manage duty to warn situations
  • Utilize virtual communication methods

Nice-to-have

  • Coordinate with installation POCs
  • Develop informational financial materials
  • Participate in training and committees

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

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter