Personal Financial Counselor; Patrick Sfb, Fl

Magellan Health

Patrick Afb, Fl, USA
$58,440; not specified; comprehensive benefits pyc...
On-site
Provide personal financial counseling
Conduct financial briefings and presentations
Develop financial informational materials
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at Patrick Air Force Base, FL. The ideal candidate will have a background in financial counseling, relevant certifications, and the ability to deliver educational workshops tailored to military life

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 one-on-one counseling, consultation, conducting briefings, providing referral resources, and developing informational financial materials.
  • The role requires assisting service members in establishing spending plans, coordinating classes, and managing duty to warn situations according to DoD protocol.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at Patrick Air Force Base, FL. The ideal candidate will have a background in financial counseling, relevant certifications, and the ability to deliver educational workshops tailored to military life.

Salary

$58,440; Not specified; Comprehensive benefits package

Skills & Requirements

Must-have

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

Nice-to-have

  • Coordinate with military Points of Contact
  • 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
  • Ability to obtain a favorably adjudicated Tier 2 investigation

Work Rights

Not specified

Tailored Resume

Cover Letter