Personal Financial Counselor
Location
Pennsylvania
Posted
8 days ago
Salary
$58.4K - $93.5K / year
Seniority
Senior
Job Description
Personal Financial Counselor
Magellan Health
• Provide coverage in short-term, surge and on demand situations resulting from the Military needs • Provide personal financial counseling and management services directly to service members and their families • Conduct one-on-one counseling, briefings, and presentations • Develop financial materials and coordinate Personal Financial Management classes/workshops • Utilize virtual counseling methods • Manage duty to warn situations according to Department of Defense (DoD) protocol • Communicate with leadership and participate in supervision and training activities
Job 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
- Comprehensive benefits package
- Health, life, and voluntary benefits
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