Military Personal Finance Counselor & Education Coach

Magellan Health; Harrison Township (OH); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Short-term incentives

Comprehensive benefits package

Job summary

Magellan Health in Harrison Charter Township seeks a Personal Financial Counselor to provide comprehensive financial counseling services to military service members and their families. Responsibilities include one-on-one counseling, conducting briefings, and providing educational workshops on personal financial management.

The ideal candidate will have a Bachelor's degree, 3+ years of experience in financial counseling, and hold relevant certifications such as AFC, CFP, or ChFC. A competitive salary and benefits package will be offered.

Qualifications

• Bachelor’s degree required or equivalent experience.
• 3+ years of financial counseling experience.
• Ability to communicate effectively with service members.

Responsibilities

• Provide personal financial counseling to service members.
• Conduct briefings and workshops on financial management.
• Develop informational financial materials.

Skills

Financial counseling

Communication skills

Workshops and presentations

Bilingual in English and Spanish

Education

Bachelor's degree

Accredited Financial Counselor (AFC) certification

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Job description

Magellan Health in Harrison Charter Township seeks a Personal Financial Counselor to provide comprehensive financial counseling services to military service members and their families. Responsibilities include one-on-one counseling, conducting briefings, and providing educational workshops on personal financial management.

The ideal candidate will have a Bachelor's degree, 3+ years of experience in financial counseling, and hold relevant certifications such as AFC, CFP, or ChFC. A competitive salary and benefits package will be offered.