Personal Financial Counselor- Spokane, Wa

MagellanHealth

Spokane, WA, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conduct financial education and workshops
Virtual and electronic communication skills
This position will provide personal financial services at assigned military installations to service members and their families

Job Summary

  • This position will provide personal financial services at assigned military installations to service members and their families.
  • The role includes conducting one-on-one counseling, briefings, presentations, and coordinating financial management classes across the military lifecycle.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to a tobacco-free workplace.

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Personal financial counseling services
  • Conduct financial education and workshops
  • Virtual and electronic communication skills
  • Coordinate with military installation Points of Contact
  • Manage duty to warn situations
  • Provide spending plan assistance

Nice-to-have

  • Participate in quality improvement committees
  • Respond to age-appropriate financial class requests
  • Communicate trends and issues with leadership

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 process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter