Personal Financial Counselor- Truax Field, Wi

MagellanHealth

Madison, WI, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conduct financial education workshops
Coordinate with military installation pocs
This position will provide personal financial services at assigned military installations to service members and their families

Job Summary

  • This position will provide personal financial services at assigned military installations to service members and their families.
  • The role includes conducting one-on-one counseling, briefings, presentations, and providing referral resources.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer and a Tobacco-free workplace.

Matching Summary

This position will provide personal financial services at assigned military installations to service members and their families.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, and voluntary perks

Skills & Requirements

Must-have

  • Personal financial counseling services
  • Conduct financial education workshops
  • Coordinate with military installation POCs
  • Utilize virtual counseling technologies
  • Manage duty to warn situations

Nice-to-have

  • Respond to age-appropriate financial class requests
  • Participate in quality improvement committees
  • Communicate trends and issues to leadership

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Fluent English required; bilingual English/Spanish if contract requires
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass Organizational Conflicts of Interest (OCI) process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter