Personal Financial Counselor; Pfc Grand Junction, Co

Magellan Health

Grand Junction, CO, US
$58,440 - $93,500; not specified; comprehensive be...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
Magellan Health is seeking a Personal Financial Counselor in Grand Junction, CO, to provide financial counseling services to military service members and their families. The ideal candidate should have a bachelor’s degree or equivalent experience, at least three years in financial counseling, and relevant certifications like AFC or CFP

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/providing financial management classes across the military lifecycle.
  • The role requires effective utilization of virtual counseling methods 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 in Grand Junction, CO, to provide financial counseling services to military service members and their families. The ideal candidate should have a bachelor’s degree or equivalent experience, at least three years in financial counseling, and relevant certifications like AFC or CFP.

Salary

$58,440 - $93,500; Not specified; Comprehensive benefits package

Skills & Requirements

Must-have

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

Nice-to-have

  • Coordinate with installation POCs
  • Develop financial informational 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), or Chartered Financial Consultant (ChFC) certification
  • U.S. citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter