Personal Financial Counselor- Helena, Mt

Magellan Health

Helena, MT, US
$58,440 - $93,500 py
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
Magellan Health is seeking a Personal Financial Counselor for military installations in Helena, MT, responsible for providing financial counseling and education to military personnel and their families. The ideal candidate will have experience in financial counseling, relevant certifications, and the ability to communicate effectively in both English and Spanish

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 one-on-one counseling, consultation, conducting briefings, providing referral resources, and developing financial materials.
  • 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 for military installations in Helena, MT, responsible for providing financial counseling and education to military personnel and their families. The ideal candidate will have experience in financial counseling, relevant certifications, and the ability to communicate effectively in both English and Spanish.

Salary

$58,440 - $93,500

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial classes and workshops
  • Utilize virtual communication methods
  • Manage duty to warn situations
  • Communicate with leadership

Nice-to-have

  • Develop informational financial materials
  • Coordinate and publicize events
  • Participate in training and committees

Key Requirements

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

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter