Personal Financial Counselor; Homestead, Fl

Magellan Health

Homestead, FL, USA
Base: $58,440; maximum: $93,500; benefits: compreh...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Manage duty to warn situations
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at military installations in Homestead, FL. The ideal candidate will have a bachelor's degree, relevant certifications, and experience in financial counseling

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 classes on various military lifecycle events, and responding to requests for age-appropriate seminars.
  • The role requires effective utilization of virtual counseling methods, management of duty to warn situations, and communication with leadership regarding installation trends.

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 Homestead, FL. The ideal candidate will have a bachelor's degree, relevant certifications, and experience in financial counseling.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Coordinate with installation POCs
  • Develop informational financial materials
  • Participate in supervision and training

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
  • U.S. citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter