Financial Counselor

4 weeks ago


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

This position provides personal financial services at assigned military installations, offering a range of counseling and management services to military service members and their families.

Key Responsibilities
  • Provide one-on-one counseling and consultation services to service members and their families.
  • Develop and deliver educational briefings and presentations on personal financial management.
  • Coordinate and publicize a variety of Personal Financial Management classes and workshops.
  • Respond to requests for age-appropriate classes or seminars.
  • Utilize virtual counseling and electronic modes of communication, such as web-based chat or video conferencing.
  • 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 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.
  • 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).
Benefits

This position may be eligible for short-term incentives as well as 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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