Financial Counselor

6 days ago

Corpus Christi, Texas, United States Magellan Health Full time
Job Summary

We are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health in Corpus Christi, TX. As a Personal Financial Counselor, 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.
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 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).
What We Offer

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.

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