Personal Financial Counselor; Cincinnati, Oh

MagellanHealth

Cincinnati, OH, United States
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conduct financial education and workshops
Utilize virtual and electronic communication
This position provides personal financial counseling and management services directly to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling and management services directly to military service members and their families at assigned military installations.
  • The counselor coordinates and delivers a wide variety of Personal Financial Management classes and workshops tailored to the military lifecycle, including pre- and post-deployment topics.
  • Magellan offers a comprehensive benefits package and is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.

Matching Summary

This position provides personal financial counseling and management services directly to military service members and their families at assigned military installations.

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 and workshops
  • Utilize virtual and electronic communication
  • Coordinate with military installation Points of Contact
  • Manage duty to warn situations

Nice-to-have

  • Respond to age-appropriate financial class requests
  • Participate in quality improvement committees
  • Provide referral resources outside counseling sessions

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • 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