Personal Financial Advisor

5 days ago


Cheyenne, Wyoming, United States Magellan Health Full time
Job Summary

We are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health. As a Personal Financial Counselor, you will provide expert financial guidance and support to military service members and their families at assigned installations.

Key Responsibilities
  • Provide comprehensive financial counseling services, including one-on-one counseling, group briefings, and presentations.
  • Develop and implement financial education programs to promote financial stability and security.
  • Collaborate with installation and military branch Points of Contact to ensure program effectiveness and alignment with installation needs.
  • Conduct financial assessments and create personalized financial plans for service members and their families.
  • Stay up-to-date with industry developments and best practices in financial counseling and education.
  • Participate in regular supervision and training to enhance professional development and skills.
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.
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment.
Preferred Qualifications
  • Master's degree in a related field.
  • Experience working with military personnel and their families.
  • Knowledge of financial planning software and tools.
What We Offer
  • Competitive salary range: $53,125 - $84,995.
  • Comprehensive benefits package, including health, life, and voluntary benefits.
  • Opportunities for professional growth and development.


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