Personal Financial Counselor; Fort Lauderdale, Fl

Magellan Health

Fort Lauderdale, FL, 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 service members
This position provides comprehensive personal financial counseling services directly to military service members and their families at assigned installations

Job Summary

  • This position provides comprehensive personal financial counseling services directly to military service members and their families at assigned installations.
  • The role involves conducting one-on-one counseling, developing spending plans for extended absences, and delivering educational workshops on topics like pre- and post-deployment finances.
  • Magellan Health offers a competitive salary range, short-term incentives, and a comprehensive benefits package including health, life, and voluntary perks.

Matching Summary

This position provides comprehensive personal financial counseling services directly to military service members and their families at assigned installations.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Experience with military lifecycle events
  • 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