Personal Financial Counselor; Greenville, Sc

Magellan Health

Greenville, SC, US
Base: $58,440 - $93,500; bonus/equity: short-term ...
One-on-one financial counseling sessions
Conducting financial briefings and presentations
Developing spending plans for extended absences
This position provides the full breadth of personal financial counseling services to military service members and their families at assigned military installations

Job Summary

  • This position provides the full breadth of personal financial counseling services to military service members and their families at assigned military installations.
  • The role involves conducting one-on-one counseling, developing spending plans, and delivering educational classes on topics such as pre- and post-deployment financial management.
  • Magellan Health offers a comprehensive benefits package including health, life, and voluntary perks designed to enhance physical, mental, emotional, and financial wellbeing.

Matching Summary

This position provides the full breadth of personal financial counseling services to military service members and their families at assigned military installations.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Short-term incentives eligible; Benefits: Comprehensive health, life, and voluntary perks included

Skills & Requirements

Must-have

  • One-on-one financial counseling sessions
  • Conducting financial briefings and presentations
  • Developing spending plans for extended absences
  • Utilizing virtual counseling and secure video communications
  • Managing duty to warn situations per DoD protocol

Nice-to-have

  • Experience with military lifecycle events
  • Bilingual in English and Spanish
  • Ability to coordinate public workshops
  • Strong communication with installation leadership

Key Requirements

  • Bachelor's degree or equivalent experience combination
  • 3+ years of financial counseling experience
  • Valid AFC, CFP, or ChFC certification
  • U.S. citizenship required
  • Favorably adjudicated Tier 2 investigation clearance

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter