Personal Financial Counselor, Pfc - Fort Worth. Tx

Magellan Health

Fort Worth, TX, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Personal financial counseling
Military installations
Spending plan development
This position will provide personal financial services at assigned military installations, offering the full breadth of personal financial counseling to service members and their families

Job Summary

  • This position will provide personal financial services at assigned military installations, offering the full breadth of personal financial counseling to service members and their families.
  • Responsibilities include one-on-one counseling, consultation, conducting briefings, providing referral resources, and developing financial materials.
  • The role requires coordination with installation Points of Contact to ensure program needs are met and adherence to Department of Defense protocols.

Matching Summary

This position will provide personal financial services at assigned military installations, offering the full breadth of personal financial counseling to service members and their families.

Salary

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

Skills & Requirements

Must-have

  • Personal financial counseling
  • Military installations
  • Spending plan development
  • Financial education materials
  • Class and workshop coordination
  • Virtual counseling skills
  • Duty to warn protocol
  • Communication with leadership

Nice-to-have

  • Bilingual in English and Spanish
  • Quality improvement 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
  • Must be a U.S. citizen
  • Must obtain a Tier 2 investigation
  • Must pass Congressionally Mandated Disclosures for OCI

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter