Personal Financial Counselor, Pfc-richmond, Va - Army National Guard

Magellan Health

Richmond, VA, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
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Provide financial education and counseling
Conduct financial management classes
Utilize virtual communication methods
** Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial services to military personnel and their families in Richmond, VA. The ideal candidate should possess a relevant degree, extensive financial counseling experience, and appropriate certifications while working in a supportive environment that emphasizes the well-being of military service members. **

Job Summary

  • This position will provide personal financial services at assigned military installations, offering the full breadth of personal financial counseling to service members and their families.
  • Responsibilities include education and counseling on financial services, one-on-one sessions, consultations, briefings, presentations, and providing referral resources.
  • The role requires close collaboration with installation and military branch Points of Contact (POC) to ensure program needs are met.

Matching Summary

Match Score: 75

** Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial services to military personnel and their families in Richmond, VA. The ideal candidate should possess a relevant degree, extensive financial counseling experience, and appropriate certifications while working in a supportive environment that emphasizes the well-being of military service members. **

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Collaborate with military leadership
  • Develop informational financial materials
  • Respond to age-appropriate class requests

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
  • Must be a U.S. citizen
  • Must obtain Tier 2 investigation clearance

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter