Personal Financial Counselor; Madison, Wi

Magellan Health

Madison, WI, US
Base: $58,440 - $93,500; bonus/equity: short-term ...
One-on-one financial counseling
Conducting financial briefings
Virtual counseling capabilities
This position provides personal financial services to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial services to military service members and their families at assigned military installations.
  • The role involves conducting one-on-one counseling, briefings, and managing duty to warn situations according to Department of Defense protocol.
  • Magellan Health offers a comprehensive benefits package including health, life, and voluntary perks to enhance employee wellbeing.

Matching Summary

This position provides personal financial services to military service members and their families at assigned military 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
  • Conducting financial briefings
  • Virtual counseling capabilities
  • DoD protocol compliance

Nice-to-have

  • Bilingual in English and Spanish
  • Experience with extended absences planning
  • Strong communication skills

Key Requirements

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

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter