Personal Financial Counselor, Pfc, Newburgh, Ny

Magellan Health

Newburgh, NY, US
Base: $58,440 to $93,500; bonus/equity: short-term...
One-on-one financial counseling
Conducting financial briefings
Virtual counseling capabilities
This position provides the full breadth of personal financial counseling services to military service members and their families at assigned military installations

Job Summary

  • This position provides the full breadth of personal financial counseling services to military service members and their families at assigned military installations.
  • The role requires managing duty to warn situations according to Department of Defense protocol and coordinating a wide variety of Personal Financial Management classes.
  • Magellan Health offers a comprehensive benefits package including health, life, voluntary, and other perks that enhance physical, mental, emotional, and financial wellbeing.

Matching Summary

This position provides the full breadth of personal financial counseling services to military service members and their families at assigned military installations.

Salary

Base: $58,440 to $93,500; Bonus/Equity: Short-term incentives eligible; Benefits: Comprehensive health, life, and voluntary perks

Skills & Requirements

Must-have

  • One-on-one financial counseling
  • Conducting financial briefings
  • Virtual counseling capabilities
  • DoD protocol adherence

Nice-to-have

  • Bilingual in English and Spanish
  • Experience with extended absences planning
  • Collaboration with installation leadership

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Valid AFC, CFP, or ChFC certification
  • U.S. citizenship required
  • Favorably adjudicated Tier 2 investigation

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter