Personal Financial Counselor; Greenville, Sc

MagellanHealth

Greenville, SC, United States
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conducting financial education workshops
Virtual and electronic communication skills
This position will provide personal financial services at assigned military installations, including one-on-one counseling and financial education

Job Summary

  • This position will provide personal financial services at assigned military installations, including one-on-one counseling and financial education.
  • The role involves coordinating and delivering a wide variety of Personal Financial Management classes and workshops tailored to military lifecycle events.
  • Magellan offers a comprehensive benefits package and is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.

Matching Summary

This position will provide personal financial services at assigned military installations, including one-on-one counseling and financial education.

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
  • Management of duty to warn situations

Nice-to-have

  • Ability to develop informational financial materials
  • Experience with military lifecycle financial topics
  • Participation in quality improvement committees

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Fluent English; bilingual English-Spanish if required
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass Congressionally Mandated Disclosures for OCI process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter