Personal Financial Counselor

🔥 16 hours ago

🐊 Florida – Remote

infoinfo

💵 $58.4k - $93.5k / year

⏱ Part Time

🟡 Mid-level

🟠 Senior

🛋️ Counselor

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Logo of Magellan Health

Magellan Health

1001 - 5000 employees

💼 Consulting

🛡️ Insurance

🏥 Healthcare

💰 $101M Private Equity Round on 2004-01

Consulting • Insurance • Healthcare

Magellan Health is a leading healthcare management company that provides a range of services, including behavioral health, pharmacy management, and employee assistance programs. The company focuses on delivering high-quality care and support to individuals and families, particularly those in military and community settings. Magellan Health emphasizes personalized service and innovative solutions to improve health outcomes and enhance the overall patient experience.

📋 Description

• Provide coverage in short-term, surge, and on-demand situations arising from military needs • Provide personal financial counseling and management services to military service members and their families at military installations • Conduct one-on-one counseling and consultations with commanders, providers, and staff • Conduct briefings, presentations, classes, seminars, and workshops • Provide referral resources outside counseling sessions • Work with installation and military branch Points of Contact to ensure the program meets installation needs and remains within scope • Assist service members in establishing spending plans for extended absences • Develop and distribute informational financial materials • Coordinate and publicize Personal Financial Management classes and workshops across the military lifecycle • Provide age-appropriate classes and seminars upon request • Use virtual counseling and electronic communication methods when authorized • Manage duty-to-warn situations according to Department of Defense protocol • Communicate with leadership and participate in individual and group supervision • Share trends and issues affecting assigned installations • Participate in in-services, training, quality improvement committees, and other contract activities • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree required • Associate degree plus 4 years' experience may be considered in lieu of bachelor's degree • High school diploma plus 6 years' experience may be considered in lieu of bachelor's degree • 3+ years of financial counseling experience • Must be a U.S. citizen • Must speak fluent English • Must be bilingual in English and Spanish if required by the contract • Able to obtain a favorably adjudicated Tier 2 investigation • Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process • Must hold one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) • Valid in-state driver's license

🏖️ Benefits

• Short-term incentives may be available • Comprehensive benefits package • Health, life, voluntary, and other benefits • Benefits and perks supporting physical, mental, emotional, and financial wellbeing • Tobacco-free workplace

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