Personal Financial Counselor, Pfc - New Castle, De

Magellan Health

New Castle, DE, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
Magellan Health is seeking a Personal Financial Counselor in New Castle, DE, to provide financial counseling services to military personnel and their families. The ideal candidate will have relevant financial counseling experience and required certifications, as well as the ability to communicate effectively in a military environment

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 with spending plans, developing financial materials, coordinating and providing classes/workshops on various financial topics, and responding to requests for presentations.
  • The role requires strong communication skills, the ability to utilize virtual counseling, manage duty to warn situations, and collaborate with installation leadership.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor in New Castle, DE, to provide financial counseling services to military personnel and their families. The ideal candidate will have relevant financial counseling experience and required certifications, as well as the ability to communicate effectively in a military environment.

Salary

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

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial classes and workshops
  • Utilize virtual communication methods
  • Manage duty to warn situations
  • Communicate with leadership

Nice-to-have

  • Develop informational financial materials
  • Respond to age-appropriate class requests
  • Participate in in-services and training

Key Requirements

  • Bachelor's degree required
  • 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
  • Must obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter