Personal Financial Counselor; Terre Haute, In

Magellan Health

Terre Haute, IN, US
Base: $58,440; maximum: $93,500; benefits: compreh...
On-site
Conduct financial briefings and presentations
Develop financial informational materials
Coordinate financial management classes
Magellan Health is seeking a Personal Financial Counselor to provide financial services to military personnel and their families at military installations in Terre Haute, IN. The ideal candidate should possess relevant financial counseling experience, necessary certifications, and the ability to deliver education and counseling effectively

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 a wide variety of 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 to provide financial services to military personnel and their families at military installations in Terre Haute, IN. The ideal candidate should possess relevant financial counseling experience, necessary certifications, and the ability to deliver education and counseling effectively.

Salary

Base: $58,440; Maximum: $93,500; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Conduct financial briefings and presentations
  • Develop financial informational materials
  • Coordinate financial management classes
  • Utilize virtual counseling methods
  • Manage duty to warn situations

Nice-to-have

  • Collaborate with installation POCs
  • Share trends and issues with leadership
  • 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
  • Must be a U.S. citizen
  • Must obtain a favorably adjudicated Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter