Personal Financial Counselor

4 weeks ago


Minneapolis, United States National Guard Employment Network Full time
Job Description

ATTENTION MILITARY AFFILIATED JOB SEEKERS - Our organization works with partner companies to source qualified talent for their open roles. The following position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you have the required skill set, education requirements, and experience, please click the submit button and follow the next steps. Unless specifically stated otherwise, this role is "On-Site" at the location detailed in the job post.

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.
Provides personal financial counseling and management services directly to service members and their families.

Assists service members in establishing a spending plan for extended absences.

Develops and makes available informational financial materials to service members and families.

Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

Responds to requests for age-appropriate classes or seminars.

Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.

Manages duty to warn situations according to Department of Defense (DoD) protocol.

Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.

Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

All other duties as assigned.

Additional Qualifications/Responsibilities

Other Job Requirements

Responsibilities

Bachelor's degree required.

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.

May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.

3+ years of financial counseling experience.

Must be a U.S. citizen and speak fluent English.

Be able to obtain a favorably adjudicated Tier 1 investigation.

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
General Job Information

Title

Personal Financial Counselor, PFC, Minneapolis, MN
Grade

23
Work Experience - Required

Financial Counseling
Work Experience - Preferred

Education - Required

A Combination of Education and Work Experience May Be Considered., Bachelor's
Education - Preferred

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise
License and Certifications - Preferred

Salary Range

Salary Minimum:

$53,125
Salary Maximum:

$84,995
This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

  • Minneapolis, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...

  • Counselor, Financial

    4 weeks ago


    Minneapolis, United States HealthPartners Full time

    Interfaces with patients, PNHS staff, Insurance providers, and County Social Services and vendors to meet the needs of the patient. Financial Counselors provides price estimates for hospital and clinic visits, estimate insurance reimbursements, educa Financial, Counselor, Healthcare, High School, Insurance


  • Minneapolis, United States Minnesota River Area Agency on Aging Inc Full time

    Job DescriptionJob DescriptionAre you a compassionate problem-solver with a heart for serving others? Imagine working from the comfort of your own home*, providing vital support and guidance to Veterans in need. As a Person-Centered Counselor with the Minnesota River Area Agency on Aging, you'll have the opportunity to make a real difference in the lives...


  • Minneapolis, United States CCRM Fertility Full time

    Job DescriptionJob DescriptionCome join CCRM Fertility, a global pioneer in fertility treatment, research, science, specializing in IVF, fertility testing, egg freezing, preimplantation genetic testing, third party reproduction and egg donation. As a member of CCRM Fertility’s diverse team of professionals, you will be a part of helping families grow and...


  • Minneapolis, Minnesota, United States CCRM Fertility Full time

    Job SummaryWe are seeking a highly skilled Patient Financial Counselor to join our team at CCRM Fertility. As a key member of our financial services team, you will play a vital role in managing the financial aspects of patient care and services.Key ResponsibilitiesCoordinate the financial aspects of patient care, ensuring efficient revenue cycle management...


  • Minneapolis, Minnesota, United States VetJobs Full time

    Job Overview IMPORTANT NOTICE FOR MILITARY AFFILIATED CANDIDATES - Our organization collaborates with partner firms to identify qualified professionals for their open positions. This role is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you possess the necessary...


  • Minneapolis, Minnesota, United States VetJobs Full time

    Job Overview IMPORTANT NOTICE FOR MILITARY JOB SEEKERS - Our organization collaborates with partner companies to identify qualified candidates for their available positions. This role is open to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. If you possess the necessary skills,...


  • Minneapolis, Minnesota, United States Elevate Patient Financial Solutions Full time

    About the RoleElevate Patient Financial Solutions is seeking a highly skilled and compassionate Patient Financial Advocate to join our team. As a Patient Financial Advocate, you will play a critical role in connecting uninsured hospital patients with programs that will cover their medical expenses.Key ResponsibilitiesScreening and Eligibility: Screen...

  • Financial Advisor

    1 month ago


    Minneapolis, United States Berger Financial Full time

    Job DescriptionJob DescriptionDescription:The Financial Advisor will serve as a trusted advisor to clients, providing expertise in investment management, financial planning, cash flow management, and more. The ideal candidate will have a charismatic personality, clear communication skills, and experience in financial planning and business development. The...

  • Financial Advisor

    3 months ago


    Minneapolis, United States Alerus Financial Full time

    Description We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered. Position Summary:Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to...

  • Financial Advisor

    3 months ago


    Minneapolis, Minnesota, United States Alerus Financial Full time

    We are looking for an established Financial Advisor to join our growing team. Candidate must possess all qualifications listed below to be considered.Position Summary:Financial Advisors are responsible for enhancing existing relationships and developing new business opportunities. Financial Advisors deliver comprehensive financial advice to Alerus clients by...

  • Gambling Counselor

    3 months ago


    Minneapolis, United States Fairview Health Services Full time

    Overview This position is for a full-time gambling counselor at Fairview Riverside's Gambling Treatment Program. This position treatment adult patients who present with gambling addicition concerns. This is a daytime, full-time position. Responsibilities Job Description Provides initial clinical and ongoing assessments for adults • Demonstrates...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    Job Title: Lead Financial AnalystJob Type: Full-TimeAbout the Company: Creative Financial Staffing is a reputable organization focused on providing exceptional financial management services. The firm prides itself on its commitment to professionalism, confidentiality, and personalized client interactions.Position Overview: We are in search of a talented and...


  • Minneapolis, Minnesota, United States Creative Financial Staffing Full time

    LEAD FINANCIAL ANALYST JOB DESCRIPTION: Why consider a position as a Lead Financial Analyst?Flexible Work Environment - Enjoy the option to work from home two to three days a week.Healthy Work/Life Balance - Overtime is uncommon, allowing you to prioritize personal commitments.Stable Employment - The team boasts an impressive average tenure of over a...


  • Minneapolis, Minnesota, United States Foundations for Living Full time

    Position Overview Foundations for Living is dedicated to providing exceptional residential and outpatient treatment services for individuals facing substance use and addiction challenges. Our team is committed to fostering personal development, resilience, and holistic wellness for our clients throughout their recovery journey. We understand that...


  • Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full time

    Job OverviewStevens Foster Financial Advisors is a reputable Registered Investment Advisory firm consistently ranked among the top advisors in the country. We provide comprehensive financial and tax planning services to high net worth and corporate clients.Our relationship managers develop a trusting relationship with the client, understand and convey client...


  • Minneapolis, Minnesota, United States Stevens Foster Financial Advisors Full time

    Job OverviewStevens Foster Financial Advisors, a leading Registered Investment Advisory firm, is seeking a highly skilled estate planning professional to join our team. As a key member of our team, you will be responsible for developing trusting relationships with clients, understanding their goals and objectives, and working with our team to design...


  • Minneapolis, United States NUWAY Full time $70,000 - $90,000

    Licensed Alcohol and Drug Counselor (LADC) (NUWAY I - Minneapolis) #1628Want to apply Read all the information about this position below, then hit the apply button.NUWAY is currently seeking a License Alcohol and Drug Counselor to work in a full-time capacity at our Uptown Minneapolis location.Standalone LADC or ADCT Counselors have an annual salary of...


  • Minneapolis, United States NUWAY Full time $70,000 - $90,000

    Licensed Alcohol and Drug Counselor (LADC) (3R's NUWAY Counseling Center - Minneapolis) #1602Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.NUWAY is currently seeking a License Alcohol and Drug Counselor to work in a full-time capacity at our NE Minneapolis location.Standalone LADC or ADCT...

  • LADC Counselor

    2 months ago


    Minneapolis, United States Indian Health Board of Minneapolis Full time

    Job DescriptionJob DescriptionLADC CounselorFull-Time | Non-ExemptWeekdays | 8:30 a.m. - 5:00 p.m.Post Date: 07/24/2024Open Until FilledIndian Health Board of Minneapolis is a Federally Qualified Health Care Center and community clinic providing access to quality health care and wellness services. We believe the best care happens when we listen and work...