Personal Financial Counselor

2 days ago


Minot AFB ND USA, United States Magellan Health Full time
Job Summary

This position provides critical support to military service members and their families by offering personal financial counseling and management services. The ideal candidate will possess a strong understanding of financial planning and management principles, as well as excellent communication and interpersonal skills.

Key Responsibilities
  • Provide one-on-one counseling and consultation services to service members and their families.
  • Develop and deliver financial education and training programs, including briefings, presentations, and workshops.
  • Collaborate with installation and military branch Points of Contact to ensure program effectiveness and meet installation needs.
  • Manage duty to warn situations according to Department of Defense protocol.
  • Participate in regular supervision, training, and quality improvement activities.
Requirements
  • Bachelor's degree in a related field.
  • 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.
  • Hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Benefits

This position may be eligible for short-term incentives and a comprehensive benefits package, including health, life, and voluntary benefits. Magellan Health, Inc. is an Equal Opportunity Employer and a Tobacco-free workplace.



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