Personal Financial Counselor
Magellan Health
part-time
Posted on:
Location Type: Office
Location: Anniston • Alabama • 🇺🇸 United States
Visit company websiteSalary
💰 $53,125 - $84,995 per year
Job Level
Mid-LevelSenior
About the role
- This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs.
- Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.
- Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided 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.
- Responds to requests for age-appropriate classes or seminars.
- Possess the skills to effectively utilize virtual counseling or other electronic modes of communication.
- Manages duty to warn situations according to Department of Defense (DoD) protocol.
Requirements
- Bachelor'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).
Benefits
- Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
financial counselingpersonal financial managementspending plan developmentfinancial materials developmentclass coordinationvirtual counselingelectronic communication
Soft skills
communicationorganizational skillsinterpersonal skills
Certifications
Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)