Personal Financial Counselor; Hurlburt Field, Fl

Magellan Health

Hurlburt Field, FL, USA
Base: $58,440 - $93,500; bonus/equity: not specifi...
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Conducting briefings and presentations
Providing referral resources
Assisting with spending plans
** Magellan Health is seeking a Personal Financial Counselor to provide financial counseling and education services to military service members and their families at Hurlburt Field, FL. The ideal candidate should possess relevant financial counseling experience, a bachelor's degree (or equivalent), and 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 one-on-one counseling, consultation, conducting briefings, providing referral resources, and assisting service members in establishing spending plans.
  • The role requires coordination with installation Points of Contact to ensure program needs are met and involves managing duty to warn situations according to DoD protocol.

Matching Summary

Match Score: 75

** Magellan Health is seeking a Personal Financial Counselor to provide financial counseling and education services to military service members and their families at Hurlburt Field, FL. The ideal candidate should possess relevant financial counseling experience, a bachelor's degree (or equivalent), and specific financial certifications. **

Salary

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

Skills & Requirements

Must-have

  • Conducting briefings and presentations
  • Providing referral resources
  • Assisting with spending plans
  • Developing financial materials
  • Managing duty to warn situations

Nice-to-have

  • Effective virtual counseling skills
  • Communicating with leadership
  • Participating in 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
  • Must obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter