Personal Financial Counselor, Hawaii

Magellan Health

Honolulu, HI, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Personal financial counseling
Military installations
Service members and families
Magellan Health is seeking a Personal Financial Counselor based in Hawaii to provide financial counseling services to military service members and their families. The role requires a combination of financial expertise and interpersonal skills to educate and assist clients in managing their finances effectively

Job Summary

  • This position will provide personal financial services at assigned military installations, offering the full breadth of personal financial counseling to service members and their families.
  • Responsibilities include one-on-one counseling, conducting briefings, developing financial materials, and coordinating classes and workshops across the military lifecycle.
  • The role requires effective utilization of virtual counseling methods and adherence to Department of Defense (DoD) protocols for duty to warn situations.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor based in Hawaii to provide financial counseling services to military service members and their families. The role requires a combination of financial expertise and interpersonal skills to educate and assist clients in managing their finances effectively.

Salary

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

Skills & Requirements

Must-have

  • Personal financial counseling
  • Military installations
  • Service members and families
  • Financial education and counseling
  • Virtual counseling skills

Nice-to-have

  • Commander consultation
  • Referral resources
  • Age-appropriate classes

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 be a U.S. citizen

Tailored Resume

Cover Letter