Personal Financial Counselor, Assignment Ready Counselor- Vermont

Magellan Health

Vermont, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Personal financial counseling
Military service members and families
Spending plan development
Magellan Health is seeking a Personal Financial Counselor for short-term, on-demand coverage to provide financial counseling services to military service members and their families in Vermont. Candidates should possess relevant experience and certifications in financial counseling, with a strong focus on providing tailored financial education and support

Job Summary

  • Provide comprehensive personal financial counseling services to military service members and their families at military installations, covering a wide range of financial topics.
  • Conduct various financial management classes and workshops tailored to different stages of the military lifecycle, and utilize virtual communication methods for counseling.
  • Manage duty to warn situations according to DoD protocol and communicate trends and issues to leadership through regular supervision and in-service training.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor for short-term, on-demand coverage to provide financial counseling services to military service members and their families in Vermont. Candidates should possess relevant experience and certifications in financial counseling, with a strong focus on providing tailored financial education and support.

Salary

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

Skills & Requirements

Must-have

  • personal financial counseling
  • military service members and families
  • spending plan development
  • financial education and workshops
  • virtual counseling skills
  • duty to warn protocol

Nice-to-have

  • collaboration with installation POCs
  • participation in quality improvement

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) certification
  • US citizenship
  • Fluent English
  • Ability to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter