Personal Financial Counselor; Jackson, Tn

MagellanHealth

Jackson, TN, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conduct financial education workshops
Virtual and electronic communication skills
This position will provide personal financial services at assigned military installations, including one-on-one counseling, briefings, and referrals

Job Summary

  • This position will provide personal financial services at assigned military installations, including one-on-one counseling, briefings, and referrals.
  • The role involves coordinating and publicizing Personal Financial Management classes across the military lifecycle and utilizing virtual counseling methods.
  • Magellan offers a comprehensive benefits package and is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.

Matching Summary

This position will provide personal financial services at assigned military installations, including one-on-one counseling, briefings, and referrals.

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
  • Conduct financial education workshops
  • Virtual and electronic communication skills
  • Coordinate with military installation contacts
  • Manage duty to warn situations
  • Develop financial informational materials

Nice-to-have

  • Respond to age-appropriate financial class requests
  • Participate in quality improvement committees
  • Communicate trends and issues to leadership

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Fluent English required; bilingual English-Spanish if contract requires
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass Organizational Conflicts of Interest (OCI) process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter