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Personal Finance Consultant

2 months ago


Lansing, Michigan, United States Magellan Health Full time

Position Overview: This role involves delivering comprehensive financial services to military personnel and their families at designated installations. The primary focus is on providing a wide range of personal financial counseling services tailored to the unique needs of service members.

Key Responsibilities:

  • Offer personal financial counseling and management services directly to military families.
  • Assist service members in creating effective spending plans for extended absences.
  • Develop and distribute informative financial resources to support service members and their families.
  • Organize and facilitate various Personal Financial Management workshops covering essential topics throughout the military lifecycle.
  • Respond to requests for age-appropriate financial education classes or seminars.
  • Utilize virtual counseling tools and electronic communication methods to provide support, ensuring compliance with program guidelines.
  • Manage duty-to-warn situations in accordance with Department of Defense protocols.
  • Engage with leadership and participate in regular supervision to discuss trends and issues affecting the installations.
  • Participate in ongoing training and quality improvement initiatives as assigned.
  • Perform additional duties as required.

Qualifications:

  • Bachelor's degree is required; however, candidates with an associate degree and four years of relevant experience or a high school diploma with six years of experience may also be considered.
  • A minimum of three years of experience in financial counseling is necessary.
  • Must be a U.S. citizen and proficient in English; bilingual skills in English and Spanish may be required based on contract specifications.
  • Availability to work outside of standard office hours may be necessary to meet business needs.
  • Ability to obtain a favorably adjudicated Tier 2 investigation is required.
  • Possession of one of the following certifications is mandatory: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Compensation: The anticipated salary range for this position is between $53,125 and $84,995, subject to adjustment based on individual qualifications and experience.

Company Overview: Magellan Health, Inc. is committed to fostering a diverse and inclusive workplace. We are proud to be an Equal Opportunity Employer and maintain a tobacco-free environment.