Personal Financial Counselor

3 days ago


New York, New York, 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 key member of our financial services team, you will provide expert guidance and support to military service members and their families, helping them achieve financial stability and security.

Key Responsibilities
  • Financial Counseling and Education: Provide one-on-one counseling, group sessions, and workshops to educate service members on personal finance, budgeting, and money management.
  • Financial Planning and Goal Setting: Assist service members in creating personalized financial plans, setting financial goals, and developing strategies to achieve them.
  • Financial Resource Referral: Connect service members with local and national resources, such as financial assistance programs, credit counseling services, and other relevant organizations.
  • Program Development and Implementation: Collaborate with installation and military branch Points of Contact (POC) to develop and implement financial education programs, workshops, and events.
  • Communication and Collaboration: Work closely with leadership, colleagues, and stakeholders to ensure effective communication, coordination, and delivery of financial services.
Requirements
  • Education: Bachelor's degree in a related field, such as finance, accounting, or business administration.
  • Experience: 3+ years of experience in financial counseling, education, or a related field.
  • Certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification.
  • Skills: Excellent communication, interpersonal, and problem-solving skills; ability to work in a fast-paced environment and adapt to changing priorities.
What We Offer
  • Competitive Salary: Salary range: $53,125 - $84,995.
  • Benefits Package: Comprehensive benefits package, including health, life, and voluntary benefits.
  • Opportunities for Growth: Opportunities for professional growth and development, including training and education programs.


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