Personal Financial Counselor, PFC-Ansbach, GE

Magellan Health Services
Germany
Workplace: OnsiteFull timeFunction: Legal, Risk & ComplianceSkills: ["Communication","Empathy","Presentation","Problem-solving"]

Provide one-on-one financial counseling and group workshops to military personnel and families at Ansbach, focusing on budgeting, debt management, savings, and financial readiness within a military-life context.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor, PFC-Ansbach, GE

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 days agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide one-on-one financial counseling and group workshops to military personnel and families at Ansbach, focusing on budgeting, debt management, savings, and financial readiness within a military-life context.
Location: Germany
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance

Key Responsibilities

  • •Conduct individual financial counseling sessions to assess needs and create personalized financial plans for clients at Ansbach.
  • •Deliver group workshops on budgeting, debt management, and financial readiness for soldiers and families.
  • •Coordinate with military programs and resources to provide referrals and follow-ups.
  • •Maintain accurate documentation in client records and ensure privacy and compliance with policies.
  • •Provide education on benefits, investments, and retirement planning relevant to military life.

Key Requirements

  • •Provide personalized financial counseling to service members and their families at the Ansbach location, including budgeting, debt management, and financial education.
  • •Assess clients' financial goals, develop action plans, and track progress, collaborating with Army personnel programs.
  • •Deliver one-on-one counseling sessions and facilitate group workshops on topics like budgeting, debt management, savings, and financial readiness.
  • •Maintain compliance with DoD and organizational policies and document interactions in client records.
  • •Demonstrate strong communication and interpersonal skills and ability to work in a mission-driven environment.
Skills:CommunicationEmpathyPresentationProblem-solving
Languages:English

Company Brief

Magellan Health Services
Provides managed behavioral health, specialty healthcare, pharmacy management, and population health services to health plans, employers, and government agencies, focusing on improving outcomes and reducing costs through integrated care solutions.
Industry: HealthTech
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Funding: IPO / Publicly Listed
Headquarters: Scottsdale, United States
Founded: 1969
WebsiteLinkedIn