Financial Counselor
2 weeks ago
We are seeking a highly skilled Personal Financial Counselor to provide expert financial services to military service members and their families at assigned military installations.
Key Responsibilities- Provide comprehensive personal financial counseling and management services to service members and their families.
- Assist service members in creating a spending plan for extended absences.
- Develop and disseminate informational financial materials to service members and families.
- Coordinate and deliver a wide range of Personal Financial Management classes and workshops, including topics across the military lifecycle.
- Respond to requests for age-appropriate classes or seminars.
- Utilize virtual counseling and electronic modes of communication to provide support.
- Manage duty to warn situations according to Department of Defense protocol.
- Communicate with leadership and participate in regular supervision and training.
- Bachelor's degree required.
- May consider applicants with an associate degree plus 4 years' experience or a high school diploma plus 6 years' experience.
- Must be a U.S. citizen and speak fluent English.
- May be required to work outside of traditional office hours.
- Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- Must have over a thousand hours of financial counseling experience.
This position may be eligible for short-term incentives and 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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