Personal Financial Counselor, Pfc-puerto Rico

Magellan Health

Puerto Rico, US
Base: $58,440 - $93,500; bonus/equity: short-term ...
One-on-one financial counseling
Conducting financial briefings and presentations
Utilizing virtual counseling modes
This position provides personal financial services to military service members and their families at assigned installations

Job Summary

  • This position provides personal financial services to military service members and their families at assigned installations.
  • The role involves conducting one-on-one counseling, developing spending plans, and coordinating financial management workshops.
  • Magellan Health offers a comprehensive benefits package including health, life, and voluntary perks.

Matching Summary

This position provides personal financial services to military service members and their families at assigned installations.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Short-term incentives eligible; Benefits: Comprehensive health, life, and voluntary perks

Skills & Requirements

Must-have

  • One-on-one financial counseling
  • Conducting financial briefings and presentations
  • Utilizing virtual counseling modes

Nice-to-have

  • Bilingual in English and Spanish
  • Experience with DoD protocols
  • Strong communication with leadership

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Valid AFC, CFP, or ChFC certification
  • U.S. citizenship required
  • Favorably adjudicated Tier 2 investigation

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter