Personal Financial Counselor, Pfc - All Locations

Magellan Health

United States, United States
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial briefings and presentations
Manage duty to warn situations
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services at military installations across the U.S. The ideal candidate will possess strong financial counseling experience and relevant certifications to support military service members and their families

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/providing financial management classes.
  • The role requires a Bachelor's degree (or equivalent experience), 3+ years of financial counseling experience, and specific certifications like AFC, CFP, or ChFC.

Matching Summary

Match Score: 75

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services at military installations across the U.S. The ideal candidate will possess strong financial counseling experience and relevant certifications to support military service members and their families.

Salary

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

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial briefings and presentations
  • Manage duty to warn situations
  • Utilize virtual counseling methods

Nice-to-have

  • Coordinate with installation POCs
  • Develop informational financial materials
  • Participate in quality improvement committees

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • US citizen and fluent English speaker

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter