Personal Financial Counselor, Pfc, Baton Rouge, La

MagellanHealth

Baton Rouge, LA, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conducting financial education workshops
Virtual and electronic communication skills
This position provides comprehensive personal financial counseling and education to military service members and their families at assigned military installations

Job Summary

  • This position provides comprehensive personal financial counseling and education to military service members and their families at assigned military installations.
  • The role involves conducting workshops, one-on-one counseling, and virtual sessions while coordinating closely with military Points of Contact to meet installation needs.
  • Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Matching Summary

This position provides comprehensive personal financial counseling and education to military service members and their families at assigned military installations.

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
  • conducting financial education workshops
  • virtual and electronic communication skills
  • coordination with military installation POCs
  • spending plan development for service members

Nice-to-have

  • experience with military lifecycle financial topics
  • participation in quality improvement committees
  • ability to manage duty to warn situations
  • bilingual English and Spanish skills
  • collaboration with leadership and supervision

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship 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 (OCI) process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter