Personal Financial Counselor -assignment Ready Counselor Utah

Magellan Health

Utah, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Personal financial counseling
Military service members and families
Conducting briefings and presentations
Magellan Health is seeking a Personal Financial Counselor to provide on-demand financial counseling services to military service members and their families in Utah. The ideal candidate will have relevant experience and certifications in financial counseling and be prepared to deliver educational workshops and individual consultations

Job Summary

  • Provide personal financial counseling and management services directly to service members and their families.
  • Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops.
  • Manage duty to warn situations according to Department of Defense (DoD) protocol.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide on-demand financial counseling services to military service members and their families in Utah. The ideal candidate will have relevant experience and certifications in financial counseling and be prepared to deliver educational workshops and individual consultations.

Salary

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

Skills & Requirements

Must-have

  • Personal financial counseling
  • Military service members and families
  • Conducting briefings and presentations
  • Duty to warn protocol
  • Virtual counseling skills

Nice-to-have

  • Coordination with installation POCs
  • Age-appropriate class response
  • Participation in in-services/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)
  • US citizen and fluent English
  • Tier 2 investigation

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter