Personal Financial Counselor - Wilmington, Nc

MagellanHealth

Wilmington, NC, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Military service member support
Financial education and workshops
This position provides personal financial counseling and management services directly to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling and management services directly to military service members and their families at assigned military installations.
  • The role involves coordinating and delivering a wide variety of Personal Financial Management classes and workshops tailored to different military lifecycle events.
  • Magellan offers a comprehensive benefits package and is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.

Matching Summary

This position provides personal financial counseling and management services directly 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 perks

Skills & Requirements

Must-have

  • personal financial counseling services
  • military service member support
  • financial education and workshops
  • virtual counseling and electronic communication
  • coordination with military installation contacts

Nice-to-have

  • quality improvement participation
  • publicizing financial management classes
  • conducting briefings and presentations

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass Congressionally Mandated OCI process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter