Personal Financial Counselor-PFC Fort Allen, PR

Magellan Health; Juana Díaz (PR); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Magellan Health is seeking a Personal Financial Counselor at Fort Allen, PR. The role requires 3+ years of financial counseling experience, a US citizenship, fluent English, and potentially bilingual skills (English/Spanish) depending on contract needs. A combination of education and work experience may be considered in lieu of a bachelor’s degree.

Candidates must be able to obtain a Tier 2 investigation and pass OCI disclosures. Required certifications include AFC, CFP, or ChFC.

Qualifications

• Bachelor's degree required.
• Associate degree +4 years experience in lieu of bachelor’s degree considered.
• High school diploma +6 years experience in lieu of bachelor’s degree considered.
• 3+ years of financial counseling experience.
• U.S. citizen; fluent English.
• Bilingual in English and Spanish may be required by contract.
• Able to obtain a Tier 2 background investigation.
• Able to pass OCI disclosures for conflicts of interest.
• Must have AFC, CFP, or ChFC certification.
• DL with in-state validity required.

Skills

Fluent English

Bilingual (EN/ES)

Education

Bachelor's degree

Associate degree +4 years experience

High school diploma +6 years experience

DL - Driver License

Combination of Education and Work Experience

AFC/CFP/ChFC certifications

Job description

Other Job Requirements

• Bachelor's degree required.
• May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.
• May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, must be bilingual in English and Spanish.
• Be able to obtain a favorably adjudicated Tier 2 investigation.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

General Job Information

• Title Personal Financial Counselor-PFC Fort Allen, PR Grade 24
• Work Experience - Required Financial Counseling
• Work Experience - Preferred
• Education - Required A Combination of Education and Work Experience May Be Considered.
• Bachelor's Education - Preferred
• License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise
• CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise
• ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise
• DL - Driver License, Valid In State - OtherOtherOther
• License and Certifications - Preferred
• Salary Range Salary Minimum: $58,440 Salary Maximum: $93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives as well as a comprehensive benefits package.

Benefits

• Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Company Culture

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures. Magellan is the employer of choice for hard working people interested in making a difference in the health care industry and in the communities where we work and live. Our strong culture of caring is the common thread in both our business strategy and our work environment. We value professional growth and development, total health and wellness, rewards and recognition as well as employee unity. Magellan is a place where you can thrive.

Equal Employment Opportunity Statement

Magellan is committed to providing equal employment opportunities to employees and applicants for employment without regard to race, color, creed, religion, sex, gender identity and expression, sexual orientation, marital status, age, national origin, ancestry, citizenship, physical or mental disability, disabled veteran or veteran of the Vietnam Era status, or any other factors protected by law.

Compliance

Magellan is committed to meeting applicable Federal labor and employment law posting requirements by providing necessary posters in a format which is easily accessible and conspicuous to all applicants. Copies of applicable posters are accessible by clicking here.