Military Personal Financial Counselor (Virtual & In-Person)

Magellan Health; Bellevue Second IV Precinct (NE); Vor Ort; USD 58.000 - 94.000; Vollzeit

Benefits dieser Stelle

Medical benefits

Life insurance

Voluntary benefits

Zusammenfassung

Magellan Health in Bellevue, NE seeks a Senior Financial Counselor to provide short‑term, surge, and on‑demand counseling to service members and families at military installations.

You will deliver comprehensive financial counseling, run classes, coordinate with leadership, and use virtual tools to reach personnel. A Bachelor's degree and AFC/CFP/ChFC certification plus 3+ years' experience are required.

Qualifikationen

• Bachelor’s degree required; equivalent combos may be considered.
• 3+ years of financial counseling experience.
• US citizenship; fluent English.
• Ability to obtain Tier 2 clearance.
• Must hold AFC, CFP, or ChFC certification.

Aufgaben

• Provide one-on-one counseling, briefings, and presentations.
• Consult with commanders, other providers, or staff and make referrals.
• Work with installation points of contact to ensure program scope.
• Assist service members in establishing spending plans for absences.
• Develop and distribute informational financial materials.
• Coordinate and conduct Personal Financial Management classes/workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or secure online communication.
• Manage duty-to-warn situations per DoD protocol.
• Communicate with leadership and participate in supervision and training.

Kenntnisse

Financial counseling

One-on-one counseling

Public speaking

Bilingual English & Spanish

Ausbildung

Bachelor's degree

AFC/CFP/ChFC certification

Tools

Video conferencing

Jobbeschreibung

Magellan Health in Bellevue, NE seeks a Senior Financial Counselor to provide short‑term, surge, and on‑demand counseling to service members and families at military installations.

You will deliver comprehensive financial counseling, run classes, coordinate with leadership, and use virtual tools to reach personnel. A Bachelor's degree and AFC/CFP/ChFC certification plus 3+ years' experience are required.