Personal Financial Counselor; Patrick Sfb, Fl

Magellan Health

Patrick SFB, FL, US
Base: $58,440 - $93,500; bonus/equity: short-term ...
One-on-one financial counseling
Conducting financial briefings
Developing spending plans
This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations

Job Summary

  • This position provides comprehensive personal financial counseling services 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 across the military lifecycle.
  • Magellan Health offers a comprehensive benefits package including health, life, and voluntary perks to enhance employee wellbeing.

Matching Summary

This position provides comprehensive personal financial counseling services 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
  • Conducting financial briefings
  • Developing spending plans
  • Virtual counseling capabilities
  • Managing duty to warn situations

Nice-to-have

  • Bilingual in English and Spanish
  • Experience with DoD protocols
  • Collaboration with command staff

Key Requirements

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

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter