Personal Financial Counselor - Alaska

MagellanHealth

Multiple Locations, , US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
One-on-one financial counseling
Conducting financial briefings and presentations
This position provides personal financial counseling and education services to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling and education services to military service members and their families at assigned military installations.
  • The role involves coordinating and delivering a wide variety of Personal Financial Management classes and workshops tailored to the military lifecycle.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to a tobacco-free workplace.

Matching Summary

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

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, and voluntary perks

Skills & Requirements

Must-have

  • Personal financial counseling services
  • One-on-one financial counseling
  • Conducting financial briefings and presentations
  • Virtual and electronic communication skills
  • Coordination of financial management classes
  • Compliance with Department of Defense protocols

Nice-to-have

  • Ability to develop informational financial materials
  • Experience working with military installations
  • Participation in quality improvement committees
  • Effective communication with leadership
  • Bilingual English and Spanish skills

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • U.S. citizenship required
  • Fluent English speaking ability
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass Congressionally Mandated OCI process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter