Personal Financial Counselor

5 days ago


Casper, Wyoming, United States Magellan Health Full time
Job Summary

Magellan Health is seeking a highly skilled Personal Financial Counselor to join our team. As a key member of our financial services team, you will provide expert guidance and support to military service members and their families, helping them achieve financial stability and security.

Key Responsibilities
  • Financial Counseling: Provide one-on-one counseling and education to service members and their families on personal financial management, budgeting, and debt reduction.
  • Program Development: Develop and implement financial education programs, workshops, and classes to meet the needs of our military clients.
  • Collaboration: Work closely with installation and military branch Points of Contact (POC) to ensure our program is meeting the needs of the installation and military community.
  • Virtual Support: Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications.
  • Training and Development: Participate in regular in-services, training, and quality improvement committees to stay up-to-date on the latest financial trends and best practices.
Requirements
  • Education: Bachelor's degree required; may consider applicants with an associate degree plus 4 years' experience or a high school diploma plus 6 years' experience.
  • Experience: 3+ years of financial counseling experience; must be a U.S. citizen and speak fluent English.
  • Certifications: Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
What We Offer

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. We are proud to be an Equal Opportunity Employer and a Tobacco-free workplace.



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