Personal Financial Counselor- Truax Field, Wi

Magellan Health

Madison, WI, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
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Personal financial counseling
Spending plan assistance
Financial education materials
** Magellan Health is seeking a Personal Financial Counselor for military installations, primarily focused on providing personal financial services and counseling to military service members and their families. The ideal candidate will have relevant financial counseling experience and specific certifications, offering a competitive salary and comprehensive benefits. **

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 service members with spending plans, developing financial materials, and coordinating/providing financial management classes and workshops.
  • The role requires effective utilization of virtual counseling methods and adherence to Department of Defense (DoD) protocol for duty to warn situations.

Matching Summary

Match Score: 75

** Magellan Health is seeking a Personal Financial Counselor for military installations, primarily focused on providing personal financial services and counseling to military service members and their families. The ideal candidate will have relevant financial counseling experience and specific certifications, offering a competitive salary and comprehensive benefits. **

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Personal financial counseling
  • Spending plan assistance
  • Financial education materials
  • Class and workshop coordination
  • Virtual communication skills
  • Duty to warn protocol
  • Communication with leadership

Nice-to-have

  • Coordination with installation POCs
  • Participation in training
  • Quality improvement committees

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • US citizenship
  • Fluent English
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation
  • Valid Driver's License

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter