Personal Financial Counselor

5 days ago


Wilmington, North Carolina, 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 organization, you will provide expert financial guidance and support to military service members and their families.

Key Responsibilities
  • Financial Counseling and Education: Provide one-on-one counseling, group sessions, and workshops to educate service members on personal financial management, budgeting, and money management.
  • Financial Planning and Goal Setting: Assist service members in establishing a spending plan, setting financial goals, and developing a plan to achieve them.
  • Financial Resource Development: Develop and disseminate financial information and resources to service members and their families, including educational materials, workshops, and online resources.
  • Program Coordination and Promotion: Coordinate and promote financial education programs, workshops, and events to support the financial well-being of service members and their families.
  • Communication and Collaboration: Communicate effectively with service members, their families, and other stakeholders to provide financial guidance and support.
  • Professional Development: Participate in ongoing professional development and training to stay current on best practices in financial counseling and education.
Requirements
  • Education: Bachelor's degree in a related field, such as finance, accounting, or a related field.
  • Experience: 3+ years of experience in financial counseling, education, or a related field.
  • Certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification.
  • Language Skills: Fluency in English, with the ability to communicate effectively with diverse populations.
What We Offer
  • Competitive Salary: A competitive salary range of $53,125 - $84,995, depending on experience and qualifications.
  • Benefits: A comprehensive benefits package, including health, life, and disability insurance, as well as retirement savings options.
  • Professional Development: Opportunities for ongoing professional development and training to support your career growth and success.

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