Personal Financial Counselor, Pfc, Newburgh, Ny

MagellanHealth

Newburgh, NY, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conduct financial education and workshops
Virtual counseling and electronic communication
This position provides personal financial counseling services to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling services to military service members and their families at assigned military installations.
  • The role includes conducting workshops, briefings, and virtual counseling sessions while coordinating with military Points of Contact to meet installation needs.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to a tobacco-free workplace.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Respond to age-appropriate financial class requests
  • Participate in quality improvement committees
  • Provide referral resources outside counseling sessions

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ 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 process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter