Military Family Financial Counselor (Virtual Support)

Magellan Health; Brandon; On-site; GBP 39,000 - 64,000; Full time

Job summary

A financial services organization is seeking a Personal Financial Counselor in Brandon, UK, to provide essential financial counseling to military service members and their families. This role involves assessing clients' financial needs, developing educational materials, and conducting workshops. Candidates must have a bachelor's degree, relevant financial counseling experience, and certifications like AFC or CFP. The position offers a competitive salary range of $53,125 - $84,995 and opportunities for incentives and benefits.

Benefits

Comprehensive benefits package

Short-term incentives

Qualifications

• 3+ years of experience in financial counseling.
• Must be a U.S. citizen and fluent in English.
• Certifications required: AFC, CFP, or ChFC.

Responsibilities

• Provide personal financial counseling services to military members and families.
• Develop educational financial materials and conduct workshops.
• Utilize virtual counseling and manage sensitive situations.

Skills

Financial counseling experience

Bilingual in English and Spanish

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Tools

Virtual counseling tools

Job description

A financial services organization is seeking a Personal Financial Counselor in Brandon, UK, to provide essential financial counseling to military service members and their families. This role involves assessing clients' financial needs, developing educational materials, and conducting workshops. Candidates must have a bachelor's degree, relevant financial counseling experience, and certifications like AFC or CFP. The position offers a competitive salary range of $53,125 - $84,995 and opportunities for incentives and benefits.