Personal Financial Counselor, Pfc, Bartonville, Il

MagellanHealth

Bartonville, IL, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Military installation program coordination
Virtual counseling and electronic communication
This position provides comprehensive personal financial counseling and education to military service members and their families at assigned military installations

Job Summary

  • This position provides comprehensive personal financial counseling and education to military service members and their families at assigned military installations.
  • The role includes coordinating and delivering a variety of Personal Financial Management classes and workshops tailored to different stages of the military lifecycle.
  • Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance physical, mental, emotional and financial wellbeing.

Matching Summary

This position provides comprehensive personal financial counseling and education to military service members and their families at assigned military installations.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health and life insurance

Skills & Requirements

Must-have

  • Personal financial counseling services
  • Military installation program coordination
  • Virtual counseling and electronic communication
  • Financial education and workshop delivery
  • Duty to warn management
  • Collaboration with military Points of Contact

Nice-to-have

  • Ability to develop informational financial materials
  • Experience conducting briefings and presentations
  • Participation in quality improvement committees

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), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass Organizational Conflicts of Interest (OCI) process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter