Personal Financial Counselor - Puerto Rico, Fort Buchanan

MagellanHealth

San Juan, PR, US
Base: $58,440 to $93,500; bonus/equity: not specif...
Personal financial counseling services
Conduct financial education workshops
Virtual counseling and electronic communication
This position provides personal financial counseling and management services directly to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling and management services directly to military service members and their families at assigned military installations.
  • The role includes conducting briefings, presentations, and coordinating a variety of Personal Financial Management classes/workshops across the military lifecycle.
  • Magellan offers a comprehensive benefits package and is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.

Matching Summary

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

Salary

Base: $58,440 to $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, and voluntary perks

Skills & Requirements

Must-have

  • Personal financial counseling services
  • Conduct financial education workshops
  • Virtual counseling and electronic communication
  • Coordinate with military installation points of contact
  • Manage duty to warn situations

Nice-to-have

  • Ability to develop informational financial materials
  • Participate in quality improvement committees
  • Provide age-appropriate financial classes

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Bilingual English and Spanish if required by contract
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Favorably adjudicated Tier 2 investigation
  • Pass OCI process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter