Personal Financial Counselor

Magellan Health Services
Charleston
Workplace: OnsiteFull timeFunction: Legal, Risk & ComplianceSkills: ["Communication","Empathy","Financial counseling","Financial planning","Problem-solving"]

Provide one-on-one financial counseling to individuals at Magellan Health Services, delivering guidance on budgeting, debt management, retirement planning, and benefits education. Collaborate with on-site resources at Charleston AFB to help military families improve their financial wellness and access financial services.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 21 days agoStatus: Live

Job Summary

Provide one-on-one financial counseling to individuals at Magellan Health Services, delivering guidance on budgeting, debt management, retirement planning, and benefits education. Collaborate with on-site resources at Charleston AFB to help military families improve their financial wellness and access financial services.
Location: Charleston
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance

Key Responsibilities

  • •Provide individual financial counseling sessions to clients at the Charleston base location.
  • •Assess clients' financial situations and create personalized budgeting and debt-management plans.
  • •Educate clients on financial benefits available to military personnel and families.
  • •Collaborate with on-base resources and programs to connect clients with relevant services.
  • •Maintain accurate records and follow regulatory guidelines for financial counseling.

Key Requirements

  • •Must have strong communication and empathy skills to work with military personnel and families.
  • •Ability to assess client financial situations and develop personalized action plans.
  • •Familiarity with budgeting tools and debt management strategies.
  • •Knowledge of government benefits and military financial programs is a plus.
  • •Professional financial counseling credentials or related experience preferred.
Skills:CommunicationEmpathyFinancial counselingFinancial planningProblem-solving
Languages:English

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