Personal Financial Counselor
1 month ago
We are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health. As a key member of our team, you will provide personal financial services to military service members and their families at assigned military installations.
Key Responsibilities- Provide personal financial counseling and management services directly to service members and their families.
- Assist service members in establishing a spending plan for extended absences.
- Develop and make available informational financial materials to service members and families.
- Coordinate, publicize, and provide a wide variety of Personal Financial Management classes/workshops.
- Respond to requests for age-appropriate classes or seminars.
- Possess the skills to effectively utilize virtual counseling or other electronic modes of communication.
- Manage duty to warn situations according to Department of Defense (DoD) protocol.
- Communicate with leadership and participate in regular individual and group supervision.
- Participate in regular in-services/training, quality improvement committees, or other contract activities as assigned.
- Bachelor's degree required.
- 3+ years of financial counseling experience.
- Must be a U.S. citizen and speak fluent English.
- May be required to work outside of traditional office hours to support business needs.
- Be able to obtain a favorably adjudicated Tier 2 investigation.
- 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. We are proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
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Financial Counselor
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Dover, Delaware, United States Magellan Health Full timeJob SummaryThis position provides coverage in short-term, surge, and on-demand situations resulting from military needs. The primary responsibilities include delivering personal financial counseling services to military service members and their families at military installations. The role involves education and counseling addressing financial services,...
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