Virtual Personal Financial Counselor - Assignment Ready

Magellan Health; New Castle (DE); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Equal Opportunity Employer

Job summary

Magellan Health is seeking a Personal Financial Counselor to support military service members and their families in Delaware. Responsibilities include conducting financial counseling and workshops, ensuring compliance with military protocols, and managing financial education resources.

The ideal candidate will have a Bachelor's degree, 3+ years of experience in financial counseling, and relevant certifications (AFC, CFP, or ChFC). A competitive salary ranging from $58,440 to $93,500 is offered based on qualifications.

Qualifications

• 3+ years of financial counseling experience required.
• Must be a U.S. citizen and speak fluent English.
• Certifications required: AFC, CFP, or ChFC.

Responsibilities

• Provide personal financial counseling services to military personnel.
• Conduct briefings and presentations on financial topics.
• Assure program adequacy and compliance with military needs.

Skills

Financial counseling expertise

Communication skills

Bilingual (English/Spanish)

Education

Bachelor’s degree

Associate degree plus 4 years’ experience

High school diploma plus 6 years’ experience

Job description

Magellan Health is seeking a Personal Financial Counselor to support military service members and their families in Delaware. Responsibilities include conducting financial counseling and workshops, ensuring compliance with military protocols, and managing financial education resources.

The ideal candidate will have a Bachelor's degree, 3+ years of experience in financial counseling, and relevant certifications (AFC, CFP, or ChFC). A competitive salary ranging from $58,440 to $93,500 is offered based on qualifications.