Personal Financial Counselor - Wausau, Wi

Magellan Health

Wausau, WI, United States
$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 services to military service members and their families in Wausau, WI. The role includes counseling, education, and resource management, requiring relevant experience and certifications in financial counseling

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 with spending plans, developing financial materials, coordinating classes on various military lifecycle events, and responding to requests for age-appropriate seminars.
  • The role requires effective utilization of virtual counseling, management of duty to warn situations according to DoD protocol, and communication with leadership.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial services to military service members and their families in Wausau, WI. The role includes counseling, education, and resource management, requiring relevant experience and certifications in financial counseling.

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

  • Coordinate with military Points of Contact
  • Develop informational financial materials
  • Participate in training and committees

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

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter