Personal Financial Counselor; Chippewa Falls, Wi

Magellan Health

Chippewa Falls, WI, US
$58,440 - $93,500 py
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families in Chippewa Falls, WI. The role involves offering one-on-one counseling, conducting workshops, and collaborating with military leadership to support financial literacy and management

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 strong communication skills, the ability to utilize virtual counseling, and adherence to Department of Defense protocols.

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 Chippewa Falls, WI. The role involves offering one-on-one counseling, conducting workshops, and collaborating with military leadership to support financial literacy and management.

Salary

$58,440 - $93,500

Skills & Requirements

Must-have

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

Nice-to-have

  • Support military service members and families
  • Develop informational financial materials
  • Coordinate with installation Points of Contact

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 Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter