Personal Financial Counselor; Winston-salem, Nc

Magellan Health

Winston-Salem, NC, US
Base: $58,440 - $93,500; bonus/equity: short-term ...
One-on-one financial counseling sessions
Military lifecycle financial education
Virtual counseling via secure video chat
This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations

Job Summary

  • This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations.
  • The role involves conducting briefings, developing spending plans for extended absences, and coordinating financial management workshops across the military lifecycle.
  • Magellan Health offers a competitive salary range of $58,440 to $93,500 along with a comprehensive benefits package including health and life insurance.

Matching Summary

This position provides comprehensive personal financial counseling 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 sessions
  • Military lifecycle financial education
  • Virtual counseling via secure video chat

Nice-to-have

  • Bilingual in English and Spanish
  • Experience with DoD protocols
  • Strong presentation skills

Key Requirements

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

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter