Personal Financial Counselor - Raleigh, NC

Magellan Health Services
Raleigh
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Counseling","Coordination","Collaboration"]

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations with leadership and other providers, briefings, presentations, and referrals. Develop and distribute financial materials and coordinate personal financial management classes and workshops across the military lifecycle. Use virtual counseling and electronic communication modes when authorized, monitor duty-to-warn situations, and participate in supervision and quality activities.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor - Raleigh, NC

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

Job Summary

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations with leadership and other providers, briefings, presentations, and referrals. Develop and distribute financial materials and coordinate personal financial management classes and workshops across the military lifecycle. Use virtual counseling and electronic communication modes when authorized, monitor duty-to-warn situations, and participate in supervision and quality activities.
Location: Raleigh
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver personal financial counseling services to service members and families at military installations.
  • •Provide one-on-one counseling, consultations with commander/other providers, and briefings, presentations, or referrals.
  • •Develop and provide informational financial materials and coordinate personal financial management classes/workshops across the military lifecycle.
  • •Respond to requests for age-appropriate classes or seminars.
  • •Provide virtual counseling via secure electronic communication modes when authorized and manage duty to warn situations per DoD protocol.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required (may consider associate degree + 4 years or high school diploma + 6 years in lieu of bachelor's).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation.
  • •Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsFinancial counselingMilitaryGovernment contracting
Education:Bachelor's
Skills:CommunicationPresentationCounselingCoordinationCollaboration
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Web basedSecure 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