Personal Financial Counselor, Pfc, Baton Rouge, La

Magellan Health

Baton Rouge, La, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial briefings and presentations
Develop financial informational materials
Magellan Health is seeking a Personal Financial Counselor in Baton Rouge, LA, to provide financial counseling services to military service members and their families. The role requires financial expertise, strong communication skills, and the ability to conduct workshops and individual consultations

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 assisting service members with spending plans, developing financial materials, and coordinating financial management classes and workshops.
  • The role requires effective utilization of virtual communication tools and adherence to Department of Defense protocols for duty to warn situations.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor in Baton Rouge, LA, to provide financial counseling services to military service members and their families. The role requires financial expertise, strong communication skills, and the ability to conduct workshops and individual consultations.

Salary

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

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial briefings and presentations
  • Develop financial informational materials
  • Manage duty to warn situations
  • Communicate with installation leadership

Nice-to-have

  • Utilize virtual counseling modes
  • Participate in quality improvement committees

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