Personal Financial Counselor; Chattanooga, Tn

Magellan Health

Chattanooga, TN, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Conducting financial briefings and presentations
Providing referral resources
Managing duty to warn situations
Magellan Health is seeking a Personal Financial Counselor in Chattanooga, TN, to provide financial counseling services to military service members and their families. The role involves one-on-one counseling, conducting workshops, and developing financial materials tailored to the military lifecycle. Candidates need relevant counseling experience and specific financial certifications

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 personal financial management classes.
  • The role requires effective utilization of virtual counseling methods and adherence to Department of Defense (DoD) protocol for duty to warn situations.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor in Chattanooga, TN, to provide financial counseling services to military service members and their families. The role involves one-on-one counseling, conducting workshops, and developing financial materials tailored to the military lifecycle. Candidates need relevant counseling experience and specific financial certifications.

Salary

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

Skills & Requirements

Must-have

  • Conducting financial briefings and presentations
  • Providing referral resources
  • Managing duty to warn situations
  • Utilizing virtual counseling methods

Nice-to-have

  • Collaborating with installation Points of Contact
  • Developing informational financial materials
  • Responding to age-appropriate class requests

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
  • Must be a U.S. citizen
  • Ability to obtain a favorably adjudicated Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter