Hybrid Personal Financial Counselor, Assignment Ready Counselor

at Magellan Health

• Job title: Personal Financial Counselor, Assignment Ready Counselor
• Job type: Part Time
• Experience level: Mid level, Senior
• Salary: $58,440 - $93,500 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Fort Lauderdale, United States

About the role

• Personal Financial Counselor providing financial counseling services to military personnel and their families. Involves class coordination, individual counseling, and managing sensitive situations.

Responsibilities

• Provide coverage in short-term, surge and on demand situations resulting from Military needs.
• Offer personal financial counseling services to military service members and their families.
• Establish spending plans for service members.
• Coordinate, publicize and provide Personal Financial Management classes/workshops.
• Utilize virtual counseling or other electronic modes of communication.
• Manage 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

• A broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.