Personal Financial Counselor - Virgin Islands (on-site)

Magellan Health

Kingshill, VI, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Manage duty to warn situations
Magellan Health is seeking a Personal Financial Counselor for military installations in the Virgin Islands. The role involves providing personal financial counseling services to military personnel and their families, requiring relevant experience and specific certifications

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families.
  • Responsibilities include one-on-one counseling, consultation, conducting briefings, providing referral resources, and developing informational financial materials.
  • The role requires assisting service members with spending plans, coordinating classes on various military lifecycle events, and managing duty to warn situations according to DoD protocol.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor for military installations in the Virgin Islands. The role involves providing personal financial counseling services to military personnel and their families, requiring relevant experience and specific certifications.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial classes and workshops
  • Manage duty to warn situations
  • Communicate with leadership

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
  • Must be a U.S. citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter