Personal Financial Counselor, Pfc, Minneapolis, Mn

Magellan Health

Minneapolis, MN, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide financial education and counseling
Conduct financial classes and workshops
Utilize virtual counseling methods
Magellan Health is seeking a Personal Financial Counselor for military installations in Minneapolis, MN, where the incumbent will provide financial counseling services to service members and their families. The role requires a combination of education and experience, as well as specific financial 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 assisting service members with spending plans, developing financial materials, and coordinating a wide variety of Personal Financial Management classes.
  • The role requires the ability to utilize virtual counseling methods and manage duty to warn situations according to Department of Defense (DoD) protocol.

Matching Summary

Match Score: 80

Magellan Health is seeking a Personal Financial Counselor for military installations in Minneapolis, MN, where the incumbent will provide financial counseling services to service members and their families. The role requires a combination of education and experience, as well as specific financial certifications.

Salary

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

Skills & Requirements

Must-have

  • Provide financial education and counseling
  • Conduct financial classes and workshops
  • Utilize virtual counseling methods
  • Manage duty to warn situations

Nice-to-have

  • Collaborate with military leadership
  • Develop informational financial materials
  • Adapt to age-appropriate class requests

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
  • US citizen, fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter