Personal Financial Counselor; Shreveport, LA

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

Provide personal financial counseling to military service members and their families at assigned installations, including one-on-one counseling, briefings/presentations, and referrals. Develop and deliver informational materials and coordinate personal financial management classes and workshops across key points in the military lifecycle. Partner with installation and military branch POCs to ensure the program meets installation needs, and use secure virtual counseling methods when authorized.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor; Shreveport, LA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 minutes agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations, including one-on-one counseling, briefings/presentations, and referrals. Develop and deliver informational materials and coordinate personal financial management classes and workshops across key points in the military lifecycle. Partner with installation and military branch POCs to ensure the program meets installation needs, and use secure virtual counseling methods when authorized.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver the full breadth of personal financial counseling services to service members and their families at military installations.
  • •Provide education and counseling, including one-on-one sessions, consultation with commanders/providers, and briefings and presentations.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate, publicize, and deliver personal financial management classes/workshops across the military lifecycle.
  • •Work with installation and military branch points of contact to ensure the program is within scope and meets installation needs, including virtual counseling when authorized.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required; may consider an associate degree plus 4 years of experience or a high school diploma plus 6 years of experience in lieu of a bachelor's degree.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • •Be able to obtain a favorably adjudicated Tier 2 investigation.
Experience:3+ years
Education:Bachelor's
Skills:CounselingCommunicationPresentationProgram coordination
Licenses:DL
Certifications:AFCCFPChFC
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