Personal Financial Counselor, Pfc - Fort Carson, Colorado

Magellan Health

Fort Carson, Colorado, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual counseling methods
Magellan Health is seeking a Personal Financial Counselor to provide financial services to military service members and their families at Fort Carson, Colorado. The role involves delivering counseling, education, and resource referral, with a focus on personal financial management

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, management of duty to warn situations, and communication with leadership.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial services to military service members and their families at Fort Carson, Colorado. The role involves delivering counseling, education, and resource referral, with a focus on personal financial management.

Salary

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

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial classes and workshops
  • Utilize virtual counseling methods
  • Manage duty to warn situations
  • Communicate with leadership

Nice-to-have

  • Coordinate program with installation POCs
  • Develop informational financial materials
  • Participate in training and quality improvement

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 and speak fluent English
  • Ability to obtain a favorably adjudicated Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter