Personal Financial Counselor - Egg Harbor Township, NJ

Magellan Health Services
United States
Workplace: RemoteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Counseling"]

Provide personal financial counseling to military service members and their families at assigned installations, covering one-on-one counseling, consultations, briefings, and referrals. Develop and deliver financial education materials and coordinate Personal Financial Management classes and seminars across the military lifecycle (including pre/post-deployment). Support both in-person and virtual counseling options, collaborate with installation and military POCs, and provide leadership with trend and issue input.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor - Egg Harbor Township, NJ

âś“ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours 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, covering one-on-one counseling, consultations, briefings, and referrals. Develop and deliver financial education materials and coordinate Personal Financial Management classes and seminars across the military lifecycle (including pre/post-deployment). Support both in-person and virtual counseling options, collaborate with installation and military POCs, and provide leadership with trend and issue input.
Location: United States
Workplace: Remote
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver personal financial counseling and management services to service members and their families at assigned military installations.
  • •Provide one-on-one counseling, consultations, briefings/presentations, and referral resources.
  • •Assist in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials and coordinate Personal Financial Management classes/workshops.
  • •Provide virtual counseling using electronic modes (e.g., secure online chat/video teleconference), coordinate with installation POCs, and communicate trends/issues through supervision.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (associate degree plus 4 years’ experience, or high school diploma plus 6 years’ experience may be considered in lieu).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the Congressionally Mandated Disclosures for OCI process.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationPresentationCounseling
Licenses:DL - Driver License (Valid In State)
Certifications:AFC - Accredited Financial CounselorCFP - Certified Financial PlannerChFC - Chartered Financial Consultant
Languages:EnglishSpanish

Eligibility

Nationality:US National
Security Clearance:Tier 2

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