Deploy-Ready Personal Finance Counselor

Magellan Health; Pineville (LA); Hybrid; USD 58,440 - 93,500; Full time

Job summary

Magellan Health in Pineville, Louisiana, is seeking a financial counselor to provide personal financial counseling services to military service members and their families. The role involves developing financial materials and conducting workshops, requiring a minimum of 3 years financial counseling experience and relevant certifications.

Ideal candidates will possess at least a bachelor's degree and be bilingual in English and Spanish if required. The position offers coverage in surge situations and mandates effective communication with leadership.

Qualifications

• Minimum of 3+ years of financial counseling experience.
• U.S. citizen, fluent in English; bilingual in English and Spanish if required by contract.
• Must hold certifications such as AFC, CFP, or ChFC.

Responsibilities

• Provide coverage in short-term, surge, and on-demand situations.
• Deliver personal financial counseling services to military members and families.
• Assist in establishing spending plans for extended absences.
• Develop and distribute financial materials and conduct classes.
• Utilize virtual counseling and maintain communication with leadership.

Skills

Financial counseling

Bilingual (English and Spanish)

Presentation skills

Communication

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health in Pineville, Louisiana, is seeking a financial counselor to provide personal financial counseling services to military service members and their families. The role involves developing financial materials and conducting workshops, requiring a minimum of 3 years financial counseling experience and relevant certifications.

Ideal candidates will possess at least a bachelor's degree and be bilingual in English and Spanish if required. The position offers coverage in surge situations and mandates effective communication with leadership.