Personal Financial Counselor, Pfc, Fort Snelling, Mn

MagellanHealth

Saint Paul, MN, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conducting financial education classes
Virtual counseling and electronic communication
This position provides personal financial counseling and education to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling and education to military service members and their families at assigned military installations.
  • The role involves conducting one-on-one counseling, briefings, presentations, and coordinating a variety of financial management classes and workshops.
  • MagellanHealth 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 education 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
  • Conducting financial education classes
  • Virtual counseling and electronic communication
  • Coordination with military installation contacts
  • Management of duty to warn situations

Nice-to-have

  • Responding to age-appropriate financial requests
  • Participation in quality improvement committees
  • Ability to provide counseling across military lifecycle events

Key Requirements

  • Bachelor's degree or equivalent combination of education and experience
  • 3+ years of financial counseling experience
  • U.S. citizenship required
  • Fluent English; bilingual English and Spanish if required
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain favorably adjudicated Tier 2 investigation
  • Pass Congressionally Mandated Disclosures for Organizational Conflicts of Interest process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter