Magellan Health Services

1 month ago

Personal Financial Counselor, PFC-Ansbach, GE

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

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

Website LinkedIn

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Magellan Health Services

1 month ago

Personal Financial Counselor, PFC-Ansbach, GE

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

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

Industry: HealthTech

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Funding: IPO / Publicly Listed

Headquarters: Scottsdale, United States

Founded: 1969

Website LinkedIn