On‑Demand Military Financial Counselor & Workshops

Magellan Health; Toledo (OH); In loco; USD 58.440 - 93.500; Tempo pieno

Vantaggi offerti da questo lavoro

Eligible for short-term incentives

Comprehensive benefits package

Descrizione del lavoro

Magellan Health in Toledo, OH is looking for a Personal Financial Counselor (Assignment-Ready Counselor) to provide coverage for military personnel and families. The role involves offering financial counseling services, assisting in creating spending plans, and developing informational materials.

The candidate should have a Bachelor’s degree (or related experience), at least 3 years in financial counseling, and required certifications like AFC, CFP, or ChFC. The position also includes comprehensive benefits aimed at well-being.

Competenze

• Minimum 3 years of financial counseling experience.
• U.S. citizen and fluent in English; bilingual in English and Spanish if required by contract.
• Must obtain a favorable Tier 2 investigation.
• Must pass Congressionally Mandated Disclosures for OCI process.

Mansioni

• Provide direct personal financial counseling and management services.
• Assist service members in establishing spending plans.
• Develop financial materials for service members and families.
• Coordinate and deliver Personal Financial Management classes.

Formazione

Bachelor’s degree

Associate degree plus 4 years of experience

High school diploma plus 6 years of experience

Strumenti

Accredited Financial Counselor (AFC)

Certified Financial Planner (CFP)

Chartered Financial Consultant (ChFC)

Descrizione del lavoro

Magellan Health in Toledo, OH is looking for a Personal Financial Counselor (Assignment-Ready Counselor) to provide coverage for military personnel and families. The role involves offering financial counseling services, assisting in creating spending plans, and developing informational materials.

The candidate should have a Bachelor’s degree (or related experience), at least 3 years in financial counseling, and required certifications like AFC, CFP, or ChFC. The position also includes comprehensive benefits aimed at well-being.