Personal Financial Counselor- Boise, Id

Magellan Health

Boise, Idaho, USA
Base: $58,440; maximum: $93,500; benefits: compreh...
On-site
Provide personal financial counseling
Conduct financial briefings and presentations
Develop informational financial materials
Magellan Health is seeking a Personal Financial Counselor in Boise, Idaho, to provide comprehensive financial counseling services to military service members and their families. The ideal candidate will have significant financial counseling experience and relevant certifications, along with strong communication skills to facilitate education and outreach programs

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to military service members and their families.
  • Responsibilities include assisting service members with spending plans, developing financial materials, and coordinating/providing financial management classes and workshops.
  • The role requires effective utilization of virtual counseling, management of duty to warn situations, and communication with installation leadership.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor in Boise, Idaho, to provide comprehensive financial counseling services to military service members and their families. The ideal candidate will have significant financial counseling experience and relevant certifications, along with strong communication skills to facilitate education and outreach programs.

Salary

Base: $58,440; Maximum: $93,500; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial briefings and presentations
  • Develop informational financial materials
  • Manage duty to warn situations

Nice-to-have

  • Utilize virtual counseling methods
  • Communicate with leadership
  • Participate in regular supervision

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 citizenship required
  • Fluent English speaker

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter