Personal Financial Counselor, Pfc- Yuma, Az

Magellan Health

Yuma, AZ, US
Base: $58,440; maximum: $93,500; benefits: compreh...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Manage duty to warn situations
Magellan Health is seeking a Personal Financial Counselor for military installations in Yuma, AZ. The role involves providing financial counseling and education to military service members and their families, requiring relevant experience and certifications

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 one-on-one counseling, consultation, conducting briefings, providing referral resources, and assisting with spending plans.
  • The role requires specific certifications (AFC, CFP, or ChFC) and the ability to obtain a Tier 2 investigation.

Matching Summary

Match Score: 75

Magellan Health is seeking a Personal Financial Counselor for military installations in Yuma, AZ. The role involves providing financial counseling and education to military service members and their families, requiring relevant experience and certifications.

Salary

Base: $58,440; Maximum: $93,500; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

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

Nice-to-have

  • Coordinate with installation POCs
  • Develop informational financial materials
  • Communicate with leadership

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
  • U.S. citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter