Personal Financial Counselor - Salt Lake City, UT

Magellan Health Services
Salt Lake City
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentations","Counseling","Program coordination","Collaboration"]

Provide personal financial counseling to service members and their families at military installations, delivering one-on-one counseling, consultations, briefings, and referrals. Develop and distribute financial education materials, and coordinate personal financial management classes/workshops across the military lifecycle. Work with installation and military branch POCs to ensure the program meets installation needs, using virtual counseling when authorized. Support duty to warn protocols and participate in supervision, training, and quality improvement activities.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor - Salt Lake City, UT

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling to service members and their families at military installations, delivering one-on-one counseling, consultations, briefings, and referrals. Develop and distribute financial education materials, and coordinate personal financial management classes/workshops across the military lifecycle. Work with installation and military branch POCs to ensure the program meets installation needs, using virtual counseling when authorized. Support duty to warn protocols and participate in supervision, training, and quality improvement activities.
Location: Salt Lake City
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling services to military service members and their families at assigned installations, including one-on-one counseling and consultations.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate and deliver Personal Financial Management classes/workshops covering topics across the military lifecycle.
  • •Respond to requests for age-appropriate classes or seminars, including providing virtual counseling when authorized.
  • •Manage duty to warn situations and participate in supervision, in-services/training, and quality improvement activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider an associate degree plus 4 years’ experience in lieu of a bachelor's, or a high school diploma plus 6 years’ experience in lieu of a 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 be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process; must have AFC, CFP, or ChFC certification.
Experience:3+ yearsFinancial counseling
Education:Bachelor's
Skills:CommunicationPresentationsCounselingProgram coordinationCollaboration
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Virtual counselingSecure online chatVideo teleconference

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