Personal Financial Counselor - Air National Guard, Scotia, Ny

Magellan Health

Scotia, NY, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial briefings and presentations
Coordinate financial classes and workshops
Magellan Health is seeking a Personal Financial Counselor to provide financial services to military service members and their families at the Air National Guard in Scotia, NY. The role requires expertise in financial counseling and management, with a focus on education and support tailored to the unique needs of military personnel

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/publicizing financial management classes.
  • 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 to provide financial services to military service members and their families at the Air National Guard in Scotia, NY. The role requires expertise in financial counseling and management, with a focus on education and support tailored to the unique needs of military personnel.

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
  • Coordinate financial classes and workshops
  • Manage duty to warn situations

Nice-to-have

  • Utilize virtual counseling methods
  • Communicate with leadership
  • Participate in supervision and 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) certification
  • U.S. citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter