Personal Financial Counselor; Maxwell Afb, Al

Magellan Health

Maxwell Afb, Montgomery, US
Base: $58,440; maximum: $93,500; benefits: compreh...
On-site
Provide personal financial counseling
Conduct financial briefings and presentations
Develop financial informational materials
Magellan Health is seeking a Personal Financial Counselor to provide financial services to military personnel and their families at Maxwell Air Force Base, AL. The role involves counseling, education, and resource referral while collaborating with military leadership to meet financial needs

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/publicizing financial management classes.
  • The role requires a Bachelor's degree or equivalent experience, 3+ years of financial counseling experience, and specific certifications like AFC, CFP, or ChFC.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial services to military personnel and their families at Maxwell Air Force Base, AL. The role involves counseling, education, and resource referral while collaborating with military leadership to meet financial needs.

Salary

Base: $58,440; Maximum: $93,500; 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
  • Communicate with leadership

Nice-to-have

  • Utilize virtual counseling modes
  • Participate in training and committees

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • U.S. citizen
  • Fluent English speaker

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter