Personal Financial Counselor, Pfc - Indianapolis, In.

Magellan Health

Indianapolis, IN, USA
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial briefings and presentations
Develop financial informational materials
This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their 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 informational materials, and coordinating financial management classes across the military lifecycle.
  • The role requires strong communication skills, the ability to utilize virtual counseling, and adherence to Department of Defense protocols for duty to warn situations.

Matching Summary

This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families.

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
  • Develop financial informational materials
  • Manage duty to warn situations
  • Utilize virtual counseling methods

Nice-to-have

  • Coordinate with military Points of Contact
  • Respond to age-appropriate class requests
  • Participate in in-services 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