Personal Financial Counselor - Raleigh, Nc

MagellanHealth

Raleigh, NC, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Military installation program coordination
Virtual and electronic communication skills
This position provides personal financial counseling services to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling services 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 a tobacco-free workplace.

Matching Summary

This position provides personal financial counseling services 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
  • Military installation program coordination
  • Virtual and electronic communication skills
  • Financial education and workshop delivery
  • Duty to warn management

Nice-to-have

  • Collaboration with military leadership
  • Quality improvement participation
  • Bilingual English and Spanish skills

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Accredited Financial Counselor (AFC) or 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