Personal Financial Counselor; Madison, Wi

Magellan Health

Madison, WI, United States
$58,440; not specified; not specified py
On-site
Personal financial counseling
Conducting briefings and presentations
Develops informational financial materials
Magellan Health is seeking a Personal Financial Counselor for military installations in Madison, WI. The role involves providing personal financial counseling and education to military personnel and their families, requiring relevant financial experience and certifications

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families.
  • Responsibilities include assisting service members with spending plans, developing financial materials, and coordinating financial management classes and workshops.
  • The role requires effective utilization of virtual communication methods and adherence to Department of Defense protocols for duty to warn situations.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor for military installations in Madison, WI. The role involves providing personal financial counseling and education to military personnel and their families, requiring relevant financial experience and certifications.

Salary

$58,440; Not specified; Not specified

Skills & Requirements

Must-have

  • Personal financial counseling
  • Conducting briefings and presentations
  • Develops informational financial materials
  • Duty to warn situations protocol

Nice-to-have

  • Virtual counseling skills
  • Collaboration with installation POCs
  • Participation 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)
  • U.S. citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter