Personal Financial Counselor; Bartonville, Il

Magellan Health

Bartonville, IL, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Personal financial counseling
Military installations
Spending plan development
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families in Bartonville, IL. The position requires a bachelor's degree or equivalent experience, a minimum of three years in financial counseling, and specific financial certifications

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 assisting service members with spending plans, developing financial materials, coordinating and delivering classes/workshops on various financial topics, and responding to requests for age-appropriate seminars.
  • The role requires the ability to utilize virtual counseling methods, manage duty to warn situations according to DoD protocol, and communicate effectively with installation leadership.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families in Bartonville, IL. The position requires a bachelor's degree or equivalent experience, a minimum of three years in financial counseling, and specific financial certifications.

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
  • informational financial materials
  • financial management classes
  • virtual counseling skills
  • DoD protocol adherence

Nice-to-have

  • commander consultation
  • provider collaboration
  • age-appropriate seminars
  • trend sharing with leadership

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • US citizen, fluent English
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
  • Favorable Tier 2 investigation
  • Congressionally Mandated Disclosures for OCI process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter