Personal Financial Counselor: Urbana, Il

Magellan Health

Urbana, IL, USA
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 for military installations in Urbana, IL, to provide comprehensive financial counseling services to service members and their families. The ideal candidate will have relevant financial counseling experience and certifications, as well as a commitment to supporting the military community

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, consultations, conducting briefings, providing referral resources, and assisting service members with spending plans.
  • The role requires coordinating and publicizing a wide variety of Personal Financial Management classes/workshops across the military lifecycle.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor for military installations in Urbana, IL, to provide comprehensive financial counseling services to service members and their families. The ideal candidate will have relevant financial counseling experience and certifications, as well as a commitment to supporting the military community.

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

  • Coordinate with installation POCs
  • Develop informational financial materials

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC) certification
  • Certified Financial Planner (CFP) certification
  • Chartered Financial Consultant (ChFC) certification
  • Must be a U.S. citizen

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter