Personal Financial Counselor- Marysville, WA

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Counseling","Public speaking","Supervision","Training"]

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, and referrals, and develop informational materials. Coordinate and present Personal Financial Management classes and respond to requests for age-appropriate seminars across the military lifecycle. Work with installation and military branch points of contact, deliver virtual counseling when authorized, and participate in supervision, training, and quality improvement activities.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor- Marysville, WA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 6 days agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, and referrals, and develop informational materials. Coordinate and present Personal Financial Management classes and respond to requests for age-appropriate seminars across the military lifecycle. Work with installation and military branch points of contact, deliver virtual counseling when authorized, and participate in supervision, training, and quality improvement activities.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling services to service members and families at assigned military installations.
  • •Develop and make available informational financial materials for service members and families.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Provide virtual counseling using web-based, secure online chat, or video-based communications when authorized.
  • •Manage duty to warn situations per DoD protocol and participate in supervision, training, quality improvement, and other assigned activities.

Pay and Benefits

Salary: USD 58,440 - 93,500
Perks:Health InsuranceLife Insurance

Key Requirements

  • •Bachelor's degree required; may consider associate degree plus 4 years' experience, or high school diploma plus 6 years' experience in lieu of bachelor's.
  • •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.
  • •Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCounselingPublic speakingSupervisionTraining
Licenses:DL - Driver LicenseValid In State
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo teleconference

Eligibility

Nationality:US National
Security Clearance:Tier 2 investigation

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