Military Personal Finance Counselor and Workshops

Magellan Health, Inc.; Westfield (MA); In loco; USD 58.000 - 94.000; Tempo pieno

Vantaggi offerti da questo lavoro

Comprehensive benefits

Bonus potential (short-term incentives

Descrizione del lavoro

Magellan Health, Inc. seeks a Personal Financial Counselor, Assignment Ready Counselor, to deliver comprehensive financial guidance to service members and their families at military installations in Massachusetts.

The role includes one-on-one counseling, group briefings, and developing educational materials, with virtual options as needed. The candidate should have a Bachelor's degree (or equivalent) and 3+ years in financial counseling, be a U.S.

Competenze

• Bachelor's degree required; may consider associate degree with 4 years' experience.
• 3+ years of financial counseling experience.
• U.S. citizen; fluent English; bilingual English/Spanish if required by contract.
• Must have AFC, CFP, or ChFC certification.

Mansioni

• Provide personal financial counseling to service members and families at military installations.
• Education and counseling on financial services including one-on-one sessions and briefings.
• Develops and delivers Personal Financial Management classes/workshops.
• Coordinate with unit POCs and staff to ensure program scope and needs are met.

Conoscenze

Financial counseling

Fluent English

Bilingual English/Spanish

Formazione

Bachelor's degree

Combination of Education and Work Experience

Descrizione del lavoro

Magellan Health, Inc. seeks a Personal Financial Counselor, Assignment Ready Counselor, to deliver comprehensive financial guidance to service members and their families at military installations in Massachusetts.

The role includes one-on-one counseling, group briefings, and developing educational materials, with virtual options as needed. The candidate should have a Bachelor's degree (or equivalent) and 3+ years in financial counseling, be a U.S.