Personal Financial Counselor; Charlotte, Nc

Magellan Health

Charlotte, NC, USA
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide financial education and counseling
Conduct financial classes and workshops
Utilize virtual counseling methods
This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families

Job Summary

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

Matching Summary

This position will provide personal financial services at assigned military installations, offering education and 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

  • Provide financial education and counseling
  • Conduct financial classes and workshops
  • Utilize virtual counseling methods
  • Manage duty to warn situations
  • Communicate with installation leadership

Nice-to-have

  • Assist with spending plans for absences
  • Develop informational financial materials
  • Respond to age-appropriate class requests
  • Participate in in-services and training

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 favorably adjudicated Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter