Personal Financial Counselor; Dallas, TX
2 days ago
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended absences. Develops and makes available informational financial materials to service members and families. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. Responds to requests for age-appropriate classes or seminars. Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office. Manages duty to warn situations according to Department of Defense (DoD) protocol. Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned. Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate. All other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.Other Job RequirementsResponsibilitiesBachelor's degree required.May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.3+ years of financial counseling experience.Must be a U.S. citizen and speak fluent English.If required by the contract, must be bilingual in English and Spanish.Be able to obtain a favorably adjudicated Tier 2 investigation.Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).General Job InformationTitlePersonal Financial Counselor; Dallas, TXGrade24Work Experience - RequiredFinancial CounselingWork Experience - PreferredEducation - RequiredA Combination of Education and Work Experience May Be Considered., Bachelor'sEducation - PreferredLicense and Certifications - RequiredAFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOtherLicense and Certifications - PreferredSalary RangeSalary Minimum:$58,440Salary Maximum:$93,500This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.
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Personal Financial Counselor; Dallas, TX
1 week ago
Dallas, United States Dallas Staffing Full timePersonal Financial CounselorThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services...
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Personal Financial Counselor; Dallas, TX
2 weeks ago
Dallas, TX, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
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Personal Financial Counselor; Dallas, TX
2 days ago
Dallas, TX, United States Magellan Health Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
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Personal Financial Counselor; Dallas, TX
2 weeks ago
Dallas, United States Magellan Health Services Full timeThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...
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Personal Financial Counselor; Dallas, TX
2 weeks ago
Dallas, United States Magellan Health Full timePersonal Financial Counselor; Dallas, TXThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial...
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Financial Counselor
2 weeks ago
Dallas, TX, United States Fisher Investments Full timeDo you have an interest in working in the United States with high-net-worth clients living in the UK? Come join our firm as an International Investment Counselor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices...
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Hybrid Housing Counselor: Homeownership
5 days ago
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Hybrid Housing Counselor: Homeownership
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Dallas, United States BALANCE Financial Fitness Full timeA community-focused financial institution in Dallas is seeking a Hybrid Housing Counselor to assist clients with homeownership strategies and financial solutions. Candidates will provide counseling and education both in-person and virtually, focusing on housing and financial stability. The role requires strong analytical skills and the ability to manage...
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Commercial Portfolio Manager
7 days ago
Dallas, United States Dallas Staffing Full timeCommercial Portfolio ManagerAt Amegy Bank, people and culture are at the heart of everything we do. We live by the motto of "everyone counts" and recognize the diverse values and experiences each employee brings to our team. We grow when our employees are supported and thrive. Let us help you transform your career. Amegy Bank, here you grow. We're looking...