Personal Financial Counselor - National Guard, Latham, Ny

Magellan Health

Latham, NY, 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 for the National Guard in Latham, NY, to provide financial counseling services to military service members and their families. Candidates must have relevant educational qualifications and experience in financial counseling, along with specific certifications

Job Summary

  • Provide comprehensive personal financial counseling and management services directly to service members and their families at military installations.
  • Develop and deliver financial education through classes, workshops, and informational materials tailored to various military lifecycle events.
  • Utilize virtual counseling methods and manage duty to warn situations according to Department of Defense protocol.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor for the National Guard in Latham, NY, to provide financial counseling services to military service members and their families. Candidates must have relevant educational qualifications and experience in financial counseling, along with specific certifications.

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
  • Communicate with installation leadership

Nice-to-have

  • Adapt to military lifecycle events
  • Respond to age-appropriate requests
  • Participate in 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
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter