Personal Financial Counselor, Assignment Ready Counselor, Pfc, Dallas Tx

Magellan Health

Dallas, TX, United States
Base: $58,440 - $93,500; bonus/equity: eligible fo...
On-site
Provide personal financial counseling
Conduct financial education and workshops
Utilize virtual counseling methods
This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent

Job Summary

  • This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent.
  • 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

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Eligible for short-term incentives; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

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

Nice-to-have

  • Collaborate with installation POCs
  • Develop financial informational materials
  • Adapt classes for age-appropriate audiences

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
  • Must be a U.S. citizen
  • Fluent English speaker

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter