Personal Financial Advisor

3 days ago


Jacksonville, Florida, United States Magellan Health Full time
Job Summary

This role provides personal financial services at assigned military installations, offering a range of counseling and management 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 with diverse populations.

Key Responsibilities
  • Provide one-on-one counseling and consultation services to military service members and their families.
  • Develop and deliver educational programs and workshops on personal finance and financial management.
  • Collaborate 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.
  • Communicate with leadership and participate in regular supervision and training.
Requirements
  • 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; bilingual in English and Spanish (if required by the contract).
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 an Equal Opportunity Employer and a Tobacco-free workplace.


  • Financial Advisor

    3 days ago


    Jacksonville, Florida, United States Burlington Alliance Capital Management Full time

    Job DescriptionAre you a motivated individual with a passion for the financial world? We are seeking a dynamic and driven Registered Investment Advisor to join our team at Burlington Alliance Capital Management.This is a commission-based position with tremendous potential for growth and success. As an integral part of our organization, you will have the...


  • Jacksonville, Florida, United States Equitable Advisors LLC Full time

    Financial Advisor Leadership ProgramAre you interested in building a successful career in financial services? Do you want to become a high-performing wealth manager and financial consultant? Our Entry-Level Financial Advisor Leadership Program is designed to help you achieve your goals.ResponsibilitiesAnalyze financial information to determine strategies,...


  • Jacksonville, Florida, United States Truist Financial Corporation Full time

    Key ResponsibilitiesAs a Financial Consultant with Truist Investment Services, you will provide consultative support to Financial Advisors, working closely to meet client needs and identify new business opportunities.Key SkillsStrong consultative and sales skillsAbility to work closely with Financial AdvisorsKnowledge of financial products and...


  • Jacksonville, Florida, United States Equitable Advisors LLC Full time

    Join Our Team of Financial ProfessionalsWe are seeking a highly motivated and results-driven individual to join our team as a Financial Advisor. As a member of our team, you will have the opportunity to build your own client network and become a high-performing wealth manager and financial consultant.About the RoleThis is an entry-level position that offers...

  • Financial Planner

    3 weeks ago


    Jacksonville, Florida, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a Financial Advisor to join our team. As a Financial Advisor, you will work directly with military families to build a holistic financial plan, including savings, investments, and insurance.ResponsibilitiesPartner with local military organizations and units to engage with the military...

  • Financial Planner

    3 weeks ago


    Jacksonville, Florida, United States First Command Financial Services, Inc Full time

    About the RoleFirst Command Financial Services, Inc. is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will play a critical role in helping military families achieve their financial goals and build a successful financial planning practice.Key ResponsibilitiesPartner with local military...


  • Jacksonville, Florida, United States Pop-Up Talent Full time

    Job OpportunityRemote Financial Advisor OpportunityFLA unique remote opportunity for a self-motivated, entrepreneurial, fiduciary wealth management professional to help Veterans and their families. Primary responsibilities include identifying, soliciting, establishing, developing, and managing new client relationships. Develop, maintain, and expand...


  • Jacksonville, Florida, United States Cetera Investment Services LLC Full time

    Job Title: Wealth AdvisorWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Cetera Investment Services LLC. As a Wealth Advisor, you will be responsible for developing and maintaining a portfolio of client relationships within the defined affluent and high net worth market segments.Key Responsibilities:Collaborate with...


  • Jacksonville, Florida, United States VetJobs Full time

    Job SummaryWe are seeking a highly skilled Personal Financial Counselor II to join our team at VetJobs. As a key member of our organization, you will provide personal financial services to military service members and their families at military installations.Key ResponsibilitiesProvide one-on-one counseling and consultation services to military service...


  • Jacksonville, Florida, United States Cetera Investment Services LLC Full time

    Job Title: Wealth AdvisorWe are seeking a highly motivated and experienced Wealth Advisor to join our team at Cetera Investment Services LLC. As a Wealth Advisor, you will be responsible for developing and maintaining a portfolio of client relationships within the defined affluent and high net worth market segments.Key Responsibilities:Collaborate with...

  • Service Advisor

    4 days ago


    Jacksonville, Florida, United States Fields Cadillac Jacksonville Full time

    Service Advisor Job DescriptionWe are seeking a highly organized and friendly Service Advisor to join our team at Fields Auto Group. As a Service Advisor, you will be the first point of contact with our customers and will be responsible for providing exceptional customer service and ensuring that our customers receive prompt, courteous, and effective...

  • Service Advisor

    4 days ago


    Jacksonville, Florida, United States Fields Cadillac Jacksonville Full time

    Service Advisor Job DescriptionWe are seeking a highly organized and friendly Service Advisor to join our team at Fields Auto Group. As a Service Advisor, you will be the first point of contact with our customers and will be responsible for providing exceptional customer service and ensuring that our customers receive prompt, courteous, and effective...

  • Financial Analyst

    3 weeks ago


    Jacksonville, Florida, United States Arena Investors I Quaestor Advisors Full time

    Job Title: Financial AnalystArena Investors, LP and Quaestor Advisors are seeking a highly motivated and detail-oriented Financial Analyst to join their Asset Management team. As a key member of the team, you will be responsible for supporting the senior members in asset valuation, risk management, and portfolio surveillance.Key Responsibilities:Conduct...


  • Jacksonville, Florida, United States Raymond James Financial, Inc. Full time

    Job Title: Registered Client Service AssociateAt Raymond James Financial, Inc., we are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team. As a key member of our financial services team, you will be responsible for providing exceptional administrative support to our financial advisors and clients.Key...

  • Service Advisor

    3 days ago


    Jacksonville, Florida, United States Fields Cadillac Jacksonville Full time

    Service Advisor Job Description **About the Role** As a Service Advisor at Fields Auto Group, you will be the primary point of contact for our customers in the service lane. Your exceptional communication skills and ability to manage multiple tasks will ensure a seamless experience for our customers. **Responsibilities** * Oversee the flow of the drive...


  • Jacksonville, Florida, United States Tom Bush MINI Full time

    {"title": "Volkswagen Parts Advisor", "content": "Key ResponsibilitiesThe Volkswagen Parts Advisor will be responsible for assisting technicians and customers in purchasing needed parts and supplies. This includes tracking incoming and outgoing parts, locating available parts when the dealership is out of stock, and handling parts payment collection and...


  • Jacksonville, Florida, United States Florida State College at Jacksonville Full time

    Job SummaryWe are seeking a highly motivated and experienced Student Success Advisor I to join our team at Florida State College at Jacksonville. As a Student Success Advisor I, you will serve as a general source of advice and information for students, providing guidance on a wide range of topics including admissions and enrollment, program offerings,...

  • Insurance Advisor

    4 weeks ago


    Jacksonville, Florida, United States American Senior Benefits Full time

    About American Senior BenefitsWe are a leading insurance marketing group in the country, backed by Integrity. Our mission is to put people back in the people business, focusing on building strong relationships with our clients and partners.Job SummaryWe are seeking a highly motivated and customer-focused Insurance Advisor to join our team. As an Insurance...


  • Jacksonville, Florida, United States Tom Bush MINI Full time

    Job Title: Volkswagen Parts Advisor + CounterpersonWe are seeking an experienced and enthusiastic Volkswagen Parts Advisor to join our award-winning team at Tom Bush MINI. As a key member of our team, you will be responsible for assisting technicians and customers in purchasing needed parts and supplies.Job Responsibilities:Track and manage all incoming and...


  • Jacksonville, Florida, United States Gryphon Wealth Full time

    Job Title: Registered Wealth AssociateAbout Us: Gryphon Wealth Management is a leading financial advisory firm dedicated to delivering personalized wealth management solutions to our clients. With a focus on integrity, expertise, and client-centric service, we empower individuals and families to achieve their financial goals through thoughtful planning and...