Personal Financial Counselor; Wright Patterson Afb, Oh

Magellan Health

Dayton, OH, US
$58,440 - $93,500 py
**
Provide personal financial counseling
Conduct financial briefings and presentations
Develop informational financial materials
** Magellan Health is seeking a Personal Financial Counselor to provide financial services to military personnel and their families at Wright Patterson Air Force Base. The role requires counseling, education, and the ability to conduct financial workshops, with a focus on meeting the needs of military families. **

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: 75

** Magellan Health is seeking a Personal Financial Counselor to provide financial services to military personnel and their families at Wright Patterson Air Force Base. The role requires counseling, education, and the ability to conduct financial workshops, with a focus on meeting the needs of military families. **

Salary

$58,440 - $93,500

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial briefings and presentations
  • Develop informational financial materials
  • Manage duty to warn situations
  • Communicate with installation leadership

Nice-to-have

  • Utilize virtual counseling modes
  • Participate in quality improvement committees

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • U.S. citizen
  • Fluent English speaker

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter