Personal Financial Counselor - National Guard, Latham, Ny

MagellanHealth

Latham, NY, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conduct briefings and presentations
Coordinate financial management classes
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 role includes coordinating and delivering a wide variety of Personal Financial Management classes/workshops covering topics across the military lifecycle.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to 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 briefings and presentations
  • Coordinate financial management classes
  • Utilize virtual counseling and electronic communication
  • Manage duty to warn situations

Nice-to-have

  • Consult with commanders and providers
  • Develop informational financial materials
  • Participate in quality improvement committees

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Fluent English required; bilingual English-Spanish if contract requires
  • Favorable Tier 2 investigation clearance
  • Must pass Organizational Conflicts of Interest process
  • Certification: AFC, CFP, or ChFC

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter