Personal Financial Counselor, Pfc

MagellanHealth

United States
Base: $58,440 - $93,500; bonus/equity: not specifi...
Onsite
Personal financial counseling services
Conducting financial education workshops
Utilizing virtual counseling technologies
This position will provide personal financial services at assigned military installations, including one-on-one counseling, briefings, and presentations to service members and their families

Job Summary

  • This position will provide personal financial services at assigned military installations, including one-on-one counseling, briefings, and presentations to service members and their families.
  • The role requires close collaboration with installation and military branch Points of Contact to ensure program alignment and effectiveness.
  • 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 presentations to service members and their families.

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
  • Conducting financial education workshops
  • Utilizing virtual counseling technologies
  • Coordinating with military installation POCs
  • Managing duty to warn situations

Nice-to-have

  • Providing referral resources
  • Participating in quality improvement committees
  • Responding to age-appropriate class requests

Key Requirements

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

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter