Personal Financial Counselor, Pfc- Austin, Tx

Magellan Health

Austin, TX, US
Base: $58,440; bonus/equity: not specified; benefi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families

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 a wide variety of Personal Financial Management classes.
  • The role requires effective utilization of virtual counseling methods and adherence to Department of Defense (DoD) protocol for duty to warn situations.

Matching Summary

This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families.

Salary

Base: $58,440; 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 installation POCs
  • Develop informational financial materials
  • Participate in in-services and training

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