Personal Financial Counselor, Pfc - Assignment Ready Counselor- Idaho

Magellan Health

Idaho, US
Base: $58,440 - $93,500; bonus/equity: short-term ...
On-site
Provide personal financial counseling
Develop financial materials
Conduct financial classes/workshops
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families in Idaho. The role requires experience in financial counseling and relevant certifications, focusing on education, one-on-one counseling, and management of financial services

Job Summary

  • This position will provide coverage in short-term, surge and on demand situations resulting from Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent.
  • Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.
  • Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.

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 in Idaho. The role requires experience in financial counseling and relevant certifications, focusing on education, one-on-one counseling, and management of financial services.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Short-term incentives may be eligible; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

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

Nice-to-have

  • Respond to age-appropriate requests
  • Participate in training and 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)
  • US citizen and fluent English speaker
  • Ability to obtain Tier 2 investigation
  • Pass OCI process

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter