Financial Counselor

4 weeks ago


New York, New York, United States Magellan Health Full time
Job Summary

We are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health. As a key member of our team, you will provide expert financial guidance and support to military service members and their families.

Key Responsibilities
  • Provide one-on-one financial counseling and education to service members and their families.
  • Develop and deliver financial management classes and workshops to meet the needs of our clients.
  • Collaborate with installation and military branch Points of Contact to ensure our program meets the needs of the community.
  • Utilize virtual counseling and electronic communication tools to provide support to clients.
  • Manage duty to warn situations according to Department of Defense protocol.
  • Participate in regular supervision and training to stay up-to-date on industry trends and best practices.
Requirements
  • Bachelor's degree required; may consider applicants with an associate degree plus 4 years' experience or a high school diploma plus 6 years' experience.
  • Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish preferred.
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • Must have over a thousand hours of financial counseling experience.
What We Offer

We offer a comprehensive benefits package, including health, life, and voluntary benefits, as well as a competitive salary range of $45,655 - $68,485. This position may be eligible for short-term incentives and opportunities for professional growth and development.

Magellan Health is an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.


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