Assignment‑Ready Military Financial Counselor

Magellan Health; Appleton (WI); Hybrid; USD 58,440 - 93,500; Full time

Benefits offered by this job

Health benefits

Life insurance

Well-being programs

Job summary

Magellan Health is seeking a qualified financial counselor to provide personal financial services to military members and their families in Appleton, Wisconsin. The role involves one-on-one counseling, developing spending plans, and conducting financial management workshops.

Applicants should have 3+ years in financial counseling, a Bachelor's degree, and relevant certifications such as AFC or CFP. The salary range for this position is between $58,440 and $93,500, and it comes with a comprehensive benefits package.

Qualifications

• 3+ years of financial counseling experience.
• U.S. citizen and fluent in English; bilingual in English and Spanish if required.
• Must hold one of the following certifications: AFC, CFP, or ChFC.

Responsibilities

• Provide personal financial counseling services to military service members.
• Conduct counseling sessions, consultations, and presentations.
• Assist service members in establishing spending plans.

Skills

Financial counseling

Communication skills

Bilingual (English and Spanish)

Education

Bachelor's degree

Associate degree plus 4 years of experience

High school diploma plus 6 years of experience

Tools

Video teleconference tools

Job description

Magellan Health is seeking a qualified financial counselor to provide personal financial services to military members and their families in Appleton, Wisconsin. The role involves one-on-one counseling, developing spending plans, and conducting financial management workshops.

Applicants should have 3+ years in financial counseling, a Bachelor's degree, and relevant certifications such as AFC or CFP. The salary range for this position is between $58,440 and $93,500, and it comes with a comprehensive benefits package.