Personal Financial Counselor, Pfc- Camp Murray, Wa

Magellan Health

Tacoma, WA, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide financial education and counseling
Develop financial materials
Conduct financial classes and workshops
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military personnel and their families at Camp Murray, WA. The ideal candidate will have relevant financial counseling experience and necessary certifications, working in a supportive and structured environment

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 with spending plans, developing financial materials, coordinating classes on various military lifecycle events, and responding to requests for age-appropriate seminars.
  • The role requires effective utilization of virtual counseling methods, management of duty to warn situations, and communication with leadership regarding installation trends.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military personnel and their families at Camp Murray, WA. The ideal candidate will have relevant financial counseling experience and necessary certifications, working in a supportive and structured environment.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Coordinate with installation POCs
  • Communicate with leadership
  • Participate in training and committees

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • US citizenship
  • Fluent English
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation
  • Pass OCI process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter