Personal Financial Counselor; Charleston, Sc

Magellan Health

Charleston Afb, SC, US
Base: $58,440; maximum: $93,500; benefits: compreh...
On-site
Provide personal financial counseling
Conduct financial briefings and presentations
Develop financial informational materials
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at military installations in Charleston, SC. The ideal candidate will have a bachelor's degree or equivalent experience, at least three years of financial counseling experience, and relevant certifications such as AFC, CFP, or ChFC

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to military service members and their families.
  • Responsibilities include one-on-one counseling, consultation, conducting briefings, providing referral resources, and developing informational financial materials.
  • The role requires coordination with installation Points of Contact to ensure program needs are met and involves managing duty to warn situations according to DoD protocol.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at military installations in Charleston, SC. The ideal candidate will have a bachelor's degree or equivalent experience, at least three years of financial counseling experience, and relevant certifications such as AFC, CFP, or ChFC.

Salary

Base: $58,440; Maximum: $93,500; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial briefings and presentations
  • Develop financial informational materials
  • Manage duty to warn situations
  • Communicate with leadership

Nice-to-have

  • Utilize virtual counseling modes
  • 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), or Chartered Financial Consultant (ChFC) certification
  • Must be a U.S. citizen
  • Must be able to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter