Personal Financial Counselor; Knoxville, Tn

Magellan Health

Knoxville, TN, US
Base: $58,440 - $93,500; bonus/equity: short-term ...
One-on-one financial counseling sessions
Conducting financial briefings and presentations
Developing spending plans for extended absences
This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations

Job Summary

  • This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations.
  • The role involves conducting one-on-one counseling, delivering educational briefings, and managing referrals while utilizing secure virtual communication tools.
  • Magellan Health offers a competitive salary range, short-term incentives, and a comprehensive benefits package including health and life insurance.

Matching Summary

This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations.

Salary

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

Skills & Requirements

Must-have

  • One-on-one financial counseling sessions
  • Conducting financial briefings and presentations
  • Developing spending plans for extended absences
  • Utilizing virtual counseling and secure video communications
  • Managing duty to warn situations per DoD protocol

Nice-to-have

  • Experience with military lifecycle events
  • Bilingual in English and Spanish
  • Collaboration with installation Points of Contact
  • Participation in quality improvement committees

Key Requirements

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

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter