Personal Financial Counselor, Rio Rancho, Nm

MagellanHealth

Rio Rancho, NM, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conduct financial education workshops
Virtual and electronic communication skills
This position provides personal financial counseling and education to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling and education to military service members and their families at assigned military installations.
  • The role includes conducting one-on-one counseling, briefings, presentations, and coordinating financial management classes across the military lifecycle.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to employee wellbeing.

Matching Summary

This position provides personal financial counseling and education to military service members and their families at assigned military installations.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, and voluntary perks

Skills & Requirements

Must-have

  • Personal financial counseling services
  • Conduct financial education workshops
  • Virtual and electronic communication skills
  • Coordinate with military installation Points of Contact
  • Manage duty to warn situations

Nice-to-have

  • Ability to develop informational financial materials
  • Participate in quality improvement committees
  • Respond to age-appropriate financial class requests

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Fluent English; bilingual English-Spanish if required
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass Organizational Conflicts of Interest (OCI) process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter