Personal Financial Counselor; Greenville, Sc

Magellan Health

Greenville, SC, United States
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
Magellan Health is seeking a Personal Financial Counselor for military installations in Greenville, SC. The role involves providing financial counseling and education to military service members and their families, requiring a background in financial counseling 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 assisting with spending plans.
  • The role requires strong communication skills, the ability to utilize virtual counseling methods, and adherence to Department of Defense protocols.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor for military installations in Greenville, SC. The role involves providing financial counseling and education to military service members and their families, requiring a background in financial counseling 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
  • Utilize virtual communication methods
  • Manage duty to warn situations

Nice-to-have

  • Coordinate with military installation POCs
  • Develop informational financial materials

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
  • Ability to obtain a favorably adjudicated Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter