Personal Financial Counselor, Rio Rancho, Nm

Magellan Health

Rio Rancho, NM, USA
Base: $58,440; maximum: $93,500; benefits: compreh...
On-site
Provide personal financial counseling
Conduct briefings and presentations
Develop informational financial 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 Rio Rancho, NM. The ideal candidate will have a bachelor's degree, relevant financial counseling experience, and necessary certifications, while the position offers a competitive salary and a comprehensive benefits package

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 service members with spending plans, developing financial materials, and coordinating/publicizing financial management classes.
  • The role requires effective utilization of virtual counseling and adherence to Department of Defense (DoD) protocol for duty to warn situations.

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 Rio Rancho, NM. The ideal candidate will have a bachelor's degree, relevant financial counseling experience, and necessary certifications, while the position offers a competitive salary and a comprehensive benefits package.

Salary

Base: $58,440; Maximum: $93,500; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct briefings and presentations
  • Develop informational financial materials
  • Manage duty to warn situations
  • Utilize virtual communication modes

Nice-to-have

  • Coordinate with installation POCs
  • Share trends and issues with leadership
  • Participate in quality improvement committees

Key Requirements

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

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter