Personal Financial Counselor, Pfc-puerto Rico

Magellan Health

Juana Diaz, Puerto Rico, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
Magellan Health is seeking a Personal Financial Counselor in Juana Diaz, Puerto Rico, to provide financial counseling services to military service members and their families. The role requires a combination of financial expertise and strong communication skills, with an emphasis on delivering education and support tailored to the military community

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to military service members and their families.
  • Responsibilities include one-on-one counseling, consultation, conducting briefings, and providing referral resources.
  • The role involves coordinating and publicizing a wide variety of Personal Financial Management classes and workshops across the military lifecycle.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor in Juana Diaz, Puerto Rico, to provide financial counseling services to military service members and their families. The role requires a combination of financial expertise and strong communication skills, with an emphasis on delivering education and support tailored to the military community.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial classes and workshops
  • Utilize virtual communication methods
  • Manage duty to warn situations

Nice-to-have

  • Collaborate with military points of contact
  • Share trends and issues with leadership

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Fluent English speaker
  • Bilingual in English and Spanish if required
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation
  • Pass Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI)

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter