Personal Financial Counselor - Portland, Or

Magellan Health

Portland, OR, US
Base: $58,440 to $93,500; bonus/equity: short-term...
One-on-one financial counseling
Spending plan development
Virtual counseling capabilities
This position provides personal financial services to military service members and their families at assigned installations

Job Summary

  • This position provides personal financial services to military service members and their families at assigned installations.
  • The role involves conducting one-on-one counseling, developing spending plans, and delivering financial management workshops across the military lifecycle.
  • Magellan Health offers a comprehensive benefits package including health, life, and voluntary perks alongside competitive compensation.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • One-on-one financial counseling
  • Spending plan development
  • Virtual counseling capabilities
  • DoD protocol compliance
  • Briefings and presentations

Nice-to-have

  • Bilingual English Spanish skills
  • Strong leadership communication
  • Trend analysis reporting
  • Quality improvement participation

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • AFC, CFP, or ChFC certification
  • US citizenship required
  • Tier 2 investigation clearance

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter