Personal Financial Counselor, Assignment Ready Counselor, Pfc-new York

Magellan Health

New York, US
Base: $58,440 - $93,500; bonus/equity: short-term ...
On-site
Personal financial counseling
Military installations
Spending plan development
This position provides personal financial counseling and management services directly to service members and their families at military installations

Job Summary

  • This position provides personal financial counseling and management services directly to service members and their families at military installations.
  • Responsibilities include developing informational financial materials, coordinating and providing financial management classes/workshops, and responding to requests for age-appropriate classes.
  • The role requires the ability to utilize virtual counseling and other electronic modes of communication, and to manage duty to warn situations according to Department of Defense (DoD) protocol.

Matching Summary

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

Salary

Base: $58,440 - $93,500; Bonus/Equity: Short-term incentives; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • personal financial counseling
  • military installations
  • spending plan development
  • financial materials
  • virtual counseling skills
  • duty to warn protocol

Nice-to-have

  • commander consultation
  • installation POC coordination
  • in-service training participation

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
  • US citizen, fluent English
  • Ability to obtain Tier 2 investigation

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter