Personal Financial Counselor, Assignment Ready Counselor - New Jersey

Magellan Health

New Jersey, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Conducting financial briefings and presentations
Develops informational financial materials
Virtual counseling and electronic communication skills
Magellan Health is seeking a Personal Financial Counselor in New Jersey to provide financial counseling services to military service members and their families. The role requires effective communication, financial management skills, and relevant certifications, emphasizing both in-person and virtual counseling

Job Summary

  • Provides personal financial counseling and management services directly to service members and their families.
  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops across the military lifecycle.
  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor in New Jersey to provide financial counseling services to military service members and their families. The role requires effective communication, financial management skills, and relevant certifications, emphasizing both in-person and virtual counseling.

Salary

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

Skills & Requirements

Must-have

  • Conducting financial briefings and presentations
  • Develops informational financial materials
  • Virtual counseling and electronic communication skills
  • Manage duty to warn situations

Nice-to-have

  • Works closely with installation POCs
  • Participates in quality improvement committees

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)
  • Must be a U.S. citizen
  • Fluent English speaker
  • Bilingual in English and Spanish (if required)

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter