Financial Counselor

3 weeks ago


New Castle, Delaware, United States Magellan Health Full time
Job Summary

This position provides personal financial services at assigned military installations. The primary responsibilities include delivering comprehensive personal 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 workshops and briefings, to promote financial literacy and responsibility.
  • Collaborate with installation and military branch Points of Contact to ensure program effectiveness and alignment with installation needs.
  • Manage duty to warn situations according to Department of Defense protocol.
  • Participate in regular supervision, training, and quality improvement activities to enhance professional development and program effectiveness.
Requirements
  • Bachelor's degree in a related field, such as finance, accounting, or business.
  • 3+ years of experience in financial counseling or a related field.
  • Must be a U.S. citizen and speak fluent English.
  • May be required to work outside of traditional office hours to support business needs.
  • 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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