Personal Financial Counselor; Columbia, Sc

MagellanHealth

Columbia, SC, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conducting financial education classes
Virtual and electronic communication skills
This position will provide personal financial services at assigned military installations including counseling, education, and referrals to military service members and their families

Job Summary

  • This position will provide personal financial services at assigned military installations including counseling, education, and referrals to military service members and their families.
  • The role involves coordinating and delivering a wide variety of Personal Financial Management classes and workshops tailored to military lifecycle events and utilizing virtual counseling methods.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to a tobacco-free workplace.

Matching Summary

This position will provide personal financial services at assigned military installations including counseling, education, and referrals to military service members and their families.

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
  • Conducting financial education classes
  • Virtual and electronic communication skills
  • Coordination with military installation contacts
  • Management of duty to warn situations

Nice-to-have

  • Quality improvement participation
  • Experience with military lifecycle financial topics
  • Ability to provide age-appropriate seminars

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass OCI process
  • Bilingual English and Spanish if required by contract

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter