Personal Financial Counselor Trainee , Pfc

MagellanHealth

United States
Base: $45,655 - $68,485; bonus/equity: not specifi...
Financial counseling experience over 1000 hours
Provide personal financial counseling services
Conduct financial management classes and workshops
Receives training in personal financial counseling services and duties while working towards earning the required certification as a Personal Financial Counselor (PFC)

Job Summary

  • Receives training in personal financial counseling services and duties while working towards earning the required certification as a Personal Financial Counselor (PFC).
  • Responsible for providing education, information and assistance to members, providers and other internal and external customers.
  • Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Matching Summary

Receives training in personal financial counseling services and duties while working towards earning the required certification as a Personal Financial Counselor (PFC).

Salary

Base: $45,655 - $68,485; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, and voluntary perks

Skills & Requirements

Must-have

  • Financial counseling experience over 1000 hours
  • Provide personal financial counseling services
  • Conduct financial management classes and workshops
  • Utilize virtual and electronic communication modes
  • Manage duty-to-warn situations per DoD protocol
  • Presentations to small or large groups

Nice-to-have

  • Ethical conduct and confidentiality
  • Model employee attributes and work ethic
  • Participate in quality improvement committees
  • Communicate with leadership and supervision

Key Requirements

  • Bachelor's degree or equivalent experience
  • Must be U.S. citizen and fluent in English
  • Over 1000 hours financial counseling experience
  • Working towards approved Financial Certification within 3 months
  • Valid driver license
  • Favorable Tier 2 investigation status
  • Bilingual English and Spanish if required by contract

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter