Financial Counselor
2 weeks ago
This position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive personal financial counseling services to military service members and their families. The ideal candidate will possess excellent communication skills, a strong understanding of personal finance, and the ability to work effectively in a fast-paced environment.
Key Responsibilities- Provide one-on-one counseling and consultation services to military service members and their families.
- Develop and deliver financial education programs, including workshops and briefings.
- Assist service members in creating spending plans for extended absences.
- Collaborate with installation and military branch Points of Contact to ensure program effectiveness.
- 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.
- Bachelor's degree in a related field.
- Over 1,000 hours of financial counseling experience.
- One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- Ability to obtain a favorably adjudicated Tier 2 investigation.
- Fluent English language skills.
- May require bilingual skills in English and Spanish.
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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Senior Financial Counselor
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Financial Counselor
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New Orleans, United States Magellan Health Full timeThis 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...
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