Personal Financial Counselor, Assignment Ready Counselor - Rhode Island

Magellan Health

Rhode Island, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial education classes
Manage duty to warn situations
Magellan Health is seeking a Personal Financial Counselor for military service members and their families in Rhode Island. The role requires providing financial counseling and education, particularly in post-deployment situations, with a focus on personal financial management. Candidates must have relevant financial counseling experience and a related certification

Job Summary

  • This position will provide coverage in short-term, surge and on demand situations resulting from Military needs.
  • 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 for military service members and their families in Rhode Island. The role requires providing financial counseling and education, particularly in post-deployment situations, with a focus on personal financial management. Candidates must have relevant financial counseling experience and a related certification.

Salary

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

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial education classes
  • Manage duty to warn situations
  • Utilize virtual counseling methods

Nice-to-have

  • Coordinate with military installation POCs
  • Develop informational financial materials
  • Participate in in-services and training

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

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter