Personal Financial Counselor- Albuquerque, Nm

Magellan Health

Albuquerque, NM, US
$58,440 - $93,500 py
On-site
Conducting financial briefings and presentations
Developing financial informational materials
Managing duty to warn situations
Magellan Health is seeking a Personal Financial Counselor for military installations in Albuquerque, NM, to provide essential financial counseling services to service members and their families. The position requires experience in financial counseling, relevant certifications, and the ability to conduct workshops and individual counseling sessions

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families.
  • Responsibilities include assisting with spending plans, developing informational materials, and coordinating financial management classes and workshops.
  • The role requires a Bachelor's degree, 3+ years of financial counseling experience, and specific certifications like AFC, CFP, or ChFC.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor for military installations in Albuquerque, NM, to provide essential financial counseling services to service members and their families. The position requires experience in financial counseling, relevant certifications, and the ability to conduct workshops and individual counseling sessions.

Salary

$58,440 - $93,500

Skills & Requirements

Must-have

  • Conducting financial briefings and presentations
  • Developing financial informational materials
  • Managing duty to warn situations
  • Virtual counseling capabilities

Nice-to-have

  • Collaborating with installation POCs
  • Participating in quality improvement committees

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) certification
  • US citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter