Personal Financial Counselor; Shreveport, La

Magellan Health

Shreveport, LA, US
Base: $58,440; maximum: $93,500; benefits: compreh...
On-site
Provide personal financial counseling
Conduct financial briefings and presentations
Develop informational financial materials
Magellan Health is seeking a Personal Financial Counselor in Shreveport, LA, to provide financial counseling services to military service members and their families. The ideal candidate should possess relevant financial counseling experience and certifications while being capable of conducting educational workshops and one-on-one 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 service members with spending plans, developing financial materials, and coordinating a wide variety of Personal Financial Management classes.
  • The role requires effective utilization of virtual counseling methods and adherence to Department of Defense (DoD) protocol for duty to warn situations.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor in Shreveport, LA, to provide financial counseling services to military service members and their families. The ideal candidate should possess relevant financial counseling experience and certifications while being capable of conducting educational workshops and one-on-one counseling sessions.

Salary

Base: $58,440; Maximum: $93,500; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial briefings and presentations
  • Develop informational financial materials
  • Utilize virtual counseling methods
  • Manage duty to warn situations

Nice-to-have

  • Coordinate with installation POCs
  • Share trends and issues with leadership
  • Participate in training and quality improvement

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
  • Must be a U.S. citizen
  • Must obtain a favorably adjudicated Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter