Personal Financial Counselor; Springfield, Oh

Magellan Health

Springfield, OH, US
$58,440 - $93,500 py
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Manage duty to warn situations
Magellan Health is seeking a Personal Financial Counselor in Springfield, OH, to provide financial counseling services to military service members and their families. The role involves developing educational materials, conducting workshops, and managing financial counseling sessions. Applicants should have relevant financial counseling experience and specific certifications

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 one-on-one counseling, conducting briefings, providing referral resources, and developing financial materials.
  • The role requires a Bachelor's degree or equivalent experience, 3+ years of financial counseling experience, and specific certifications like AFC, CFP, or ChFC.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor in Springfield, OH, to provide financial counseling services to military service members and their families. The role involves developing educational materials, conducting workshops, and managing financial counseling sessions. Applicants should have relevant financial counseling experience and specific certifications.

Salary

$58,440 - $93,500

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 military POCs
  • Develop informational financial materials
  • Participate in training and committees

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • U.S. citizen
  • Fluent English speaker

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter