Personal Financial Counselor, Pfc, Newburgh, Ny

Magellan Health

Newburgh, NY, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial counseling services to military personnel and their families at assigned installations in Newburgh, NY. The ideal candidate will have relevant financial counseling experience, a bachelor's degree, and necessary certifications

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 developing informational financial materials.
  • The role requires assisting service members with spending plans, coordinating classes on various financial topics, and managing duty to warn situations according to DoD protocol.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial counseling services to military personnel and their families at assigned installations in Newburgh, NY. The ideal candidate will have relevant financial counseling experience, a bachelor's degree, and necessary certifications.

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
  • Utilize virtual communication methods
  • Manage duty to warn situations

Nice-to-have

  • Collaborate with military leadership
  • Participate in training and quality improvement

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
  • Ability to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter