Financial Counselor

2 weeks ago


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

This position provides personal financial services at assigned military installations, offering a range of 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 briefings, presentations, and workshops.
  • Assist service members in establishing spending plans and providing referral resources as needed.
  • Work closely with installation and military branch Points of Contact to ensure program effectiveness and meet installation needs.
  • Manage duty to warn situations according to Department of Defense protocol.
  • Participate in regular supervision, training, and quality improvement activities.
  • Perform other duties as assigned.
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.
  • 3+ years of financial counseling experience.
  • Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish may be required.
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • Be able to obtain a favorably adjudicated Tier 2 investigation.
Benefits

This position may be eligible for short-term incentives and a comprehensive benefits package, including health, life, and voluntary benefits. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.


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