Personal Financial Counselor

CounselorCounselorPart TimeRemoteSeniorTeam 1,001-5,000H1B SponsorCompany SiteLinkedIn

Location

Pennsylvania

Posted

8 days ago

Salary

$58.4K - $93.5K / year

Seniority

Senior

Bachelor Degree3 yrs expExperience acceptedEnglishSpanish

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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