Personal Financial Counselor; Evansville, In

Magellan Health

Evansville, IN, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
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Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
** Magellan Health is seeking a Personal Financial Counselor to provide financial services to military service members and their families in Evansville, IN. The role involves counseling, educational workshops, and resource referrals while requiring relevant certifications and experience in financial counseling. **

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, consultations, conducting briefings, providing referral resources, and coordinating financial management classes across the military lifecycle.
  • The role requires a Bachelor's degree (or equivalent experience), 3+ years of financial counseling experience, specific certifications (AFC, CFP, or ChFC), and U.S. citizenship.

Matching Summary

Match Score: 75

** Magellan Health is seeking a Personal Financial Counselor to provide financial services to military service members and their families in Evansville, IN. The role involves counseling, educational workshops, and resource referrals while requiring relevant certifications and experience in financial counseling. **

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial classes and workshops
  • Utilize virtual communication methods
  • Manage duty to warn situations
  • Communicate with installation leadership

Nice-to-have

  • Assist service members with spending plans
  • Develop financial informational materials
  • Respond to age-appropriate class requests

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)
  • U.S. citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter