Personal Financial Counselor - Birmingham, Al

Magellan Health

Birmingham, AL, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Manage duty to warn situations
This position will provide personal financial services at assigned military installations, offering education and counseling to military service members and their families

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 one-on-one counseling, consultation, conducting briefings, providing referral resources, and assisting with spending plans for extended absences.
  • 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 education and counseling to military service members and their families.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Collaborate with military leadership
  • Develop informational financial materials

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
  • Fluent English speaker

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter