Personal Financial Counselor, Pfc-army National Guard-farmingdale, Ny

MagellanHealth

Farmingdale, NY, US
Base: $64,285 - $102,855; bonus/equity: not specif...
Personal financial counseling services
Conducting financial education classes
Virtual and electronic communication skills
This position will provide personal financial services at assigned military installations to service members and their families

Job Summary

  • This position will provide personal financial services at assigned military installations to service members and their families.
  • The role involves conducting one-on-one counseling, briefings, presentations, and coordinating financial management classes across the military lifecycle.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to a tobacco-free workplace.

Matching Summary

This position will provide personal financial services at assigned military installations to service members and their families.

Salary

Base: $64,285 - $102,855; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, and voluntary perks

Skills & Requirements

Must-have

  • Personal financial counseling services
  • Conducting financial education classes
  • Virtual and electronic communication skills
  • Coordination with military installation POCs
  • Financial management for military lifecycle events

Nice-to-have

  • Quality improvement committee participation
  • Ability to manage duty to warn situations
  • Providing referral resources
  • Publicizing financial management workshops

Key Requirements

  • Bachelor's degree or equivalent experience
  • 5+ years financial counseling experience
  • U.S. citizenship required
  • Fluent English; bilingual English-Spanish if required
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass Organizational Conflicts of Interest (OCI) process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter