Personal Financial Counselor; Lansing, Mi

Magellan Health

Lansing, MI, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at military installations in Lansing, MI. The ideal candidate will have a bachelor's degree and at least three years of financial counseling experience, along with specific certifications. This role offers a competitive salary and a comprehensive benefits package

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 with spending plans, developing financial materials, coordinating classes on various military lifecycle topics, and responding to requests for age-appropriate seminars.
  • The role requires effective utilization of virtual counseling methods, management of duty to warn situations according to DoD protocol, and communication with leadership.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at military installations in Lansing, MI. The ideal candidate will have a bachelor's degree and at least three years of financial counseling experience, along with specific certifications. This role offers a competitive salary and a comprehensive benefits package.

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 communication methods
  • Manage duty to warn situations

Nice-to-have

  • Coordinate with installation points of contact
  • 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
  • Ability to obtain a favorably adjudicated Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter