Personal Financial Counselor, Assignment Ready Counselor, Pennsylvania

Magellan Health

Pennsylvania, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Remote
Provide personal financial counseling
Conduct financial briefings and presentations
Develop informational financial materials
Magellan Health is seeking a Personal Financial Counselor in Pennsylvania to provide financial counseling services to military service members and their families. The role involves delivering education, managing financial planning consultations, and coordinating various workshops, particularly in response to military needs

Job Summary

  • This position will provide coverage in short-term, surge and on demand situations resulting from Military needs.
  • Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.
  • Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor in Pennsylvania to provide financial counseling services to military service members and their families. The role involves delivering education, managing financial planning consultations, and coordinating various workshops, particularly in response to military needs.

Salary

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

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial briefings and presentations
  • Develop informational financial materials
  • Manage duty to warn situations
  • Utilize virtual counseling methods

Nice-to-have

  • Coordinate with installation Points of Contact
  • Respond to age-appropriate class requests
  • Participate in in-services and training

Key Requirements

  • Bachelor's degree required
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC) certification
  • Certified Financial Planner (CFP) certification
  • Chartered Financial Consultant (ChFC) certification
  • Must be a U.S. citizen

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter