Personal Financial Advisor
2 weeks ago
Magellan Health is seeking a highly skilled Personal Financial Counselor to provide expert financial services to military service members and their families at Keesler AFB, MS. As a key member of our team, you will be responsible for delivering comprehensive financial counseling and management services, including education and counseling, to ensure the financial well-being of our clients.
Key Responsibilities- Provide one-on-one counseling and consultation services to service members and their families.
- Develop and deliver financial education programs, including briefings, presentations, and workshops.
- Collaborate with installation and military branch Points of Contact to ensure program effectiveness and meet client needs.
- Manage duty to warn situations according to Department of Defense protocol.
- Participate in regular supervision, training, and quality improvement activities.
- Bachelor's degree in a related field.
- 3+ years of financial counseling experience.
- Must be a U.S. citizen and speak fluent English.
- Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Magellan Health offers a comprehensive benefits package, including health, life, and voluntary benefits, as well as a competitive salary range of $53,125 - $84,995. This position may also be eligible for short-term incentives.
Magellan Health is an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
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