Personal Financial Counselor, Pfc-miami

Magellan Health

Hialeah, FL, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Manage duty to warn situations
Magellan Health is seeking a Personal Financial Counselor for military installations in Hialeah, FL, responsible for providing personal financial education and counseling to service members and their families. The ideal candidate will have relevant financial counseling experience, appropriate certifications, and the ability to communicate effectively with diverse audiences

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/providing classes and workshops on various financial topics.
  • The role requires effective utilization of virtual counseling, management of duty to warn situations, and communication with leadership regarding installation trends.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor for military installations in Hialeah, FL, responsible for providing personal financial education and counseling to service members and their families. The ideal candidate will have relevant financial counseling experience, appropriate certifications, and the ability to communicate effectively with diverse audiences.

Salary

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

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial classes and workshops
  • Manage duty to warn situations
  • Utilize virtual communication methods

Nice-to-have

  • Collaborate with installation POCs
  • Develop informational financial materials
  • Share trends and issues with leadership

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
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter