Personal Financial Counselor, Pfc-fort Lee, Va

Magellan Health

Fort Lee, VA, US
Base: $58,440; maximum: $93,500; benefits: compreh...
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Provide financial counseling to military personnel
Develop financial education materials
Conduct financial management classes
** Magellan Health is seeking a Personal Financial Counselor to provide financial services to military personnel and their families at Fort Lee, VA. The role involves one-on-one counseling, conducting financial workshops, and ensuring compliance with military protocols. **

Job Summary

  • This position will provide personal financial services at assigned military installations, offering the full breadth of personal financial counseling to service members and their families.
  • Responsibilities include assisting service members with spending plans, developing informational materials, and coordinating/providing financial management classes across the military lifecycle.
  • The role requires effective utilization of virtual counseling, management of duty to warn situations, and communication with leadership regarding installation trends.

Matching Summary

Match Score: 75

** Magellan Health is seeking a Personal Financial Counselor to provide financial services to military personnel and their families at Fort Lee, VA. The role involves one-on-one counseling, conducting financial workshops, and ensuring compliance with military protocols. **

Salary

Base: $58,440; Maximum: $93,500; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide financial counseling to military personnel
  • Develop financial education materials
  • Conduct financial management classes
  • Manage duty to warn situations
  • Communicate with leadership and participate in supervision

Nice-to-have

  • Utilize virtual counseling methods
  • Coordinate with installation POCs

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
  • US citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation
  • Pass OCI process

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter