Personal Financial Counselor - Egg Harbor Township, Nj

Magellan Health

Egg Harbor Township, USA
Base: $58,440 - $93,500; bonus/equity: not specifi...
Fully remote
Personal financial counseling
Military installations
Spending plan development
Magellan Health is seeking a Personal Financial Counselor to provide financial services to military personnel and their families in Egg Harbor Township, NJ. The role involves one-on-one counseling, conducting workshops, and developing financial materials, requiring strong financial counseling experience and relevant certifications

Job Summary

  • This position will provide personal financial services at assigned military installations, offering the full breadth of personal financial counseling to service members and their families.
  • Responsibilities include developing and delivering financial education, coordinating classes, and utilizing virtual communication methods for counseling.
  • The role requires close collaboration with installation Points of Contact to ensure program alignment with military needs and adherence to Department of Defense protocols.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial services to military personnel and their families in Egg Harbor Township, NJ. The role involves one-on-one counseling, conducting workshops, and developing financial materials, requiring strong financial counseling experience and relevant certifications.

Salary

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

Skills & Requirements

Must-have

  • personal financial counseling
  • military installations
  • spending plan development
  • financial education materials
  • virtual counseling skills
  • DoD protocol adherence

Nice-to-have

  • commander consultation
  • provider collaboration
  • age-appropriate classes
  • quality improvement participation

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
  • U.S. citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter