Personal Financial Counselor

🔥 12 hours ago

🥔 Idaho – Remote

🥔 Idaho – Remote

💵 $58.4k - $93.5k / year

⏱ Part Time

🟡 Mid-level

🟠 Senior

🛋️ Counselor

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

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Magellan Health

WebsiteLinkedInAll Job Openings

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 • Deliver one-on-one counseling and consultations with commanders, providers, staff, and other stakeholders • Conduct briefings, presentations, classes, seminars, and Personal Financial Management workshops • Provide referral resources outside counseling sessions • Assist service members in establishing spending plans for extended absences • Develop and distribute informational financial materials • Coordinate and publicize financial management classes and workshops across the military lifecycle • Utilize virtual counseling and secure 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 • Work with installation and military branch Points of Contact to ensure the program meets installation needs • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree required • May consider an associate degree plus 4 years' experience in lieu of bachelor's degree • May consider a high school diploma plus 6 years' experience in lieu of bachelor's degree • 3+ years of financial counseling experience • Must be a U.S. citizen • Must speak fluent English • If required by the contract, must be bilingual in English and Spanish • 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) • Valid in-state driver's license

🏖️ Benefits

• Short-term incentives may be available • Comprehensive benefits package • Health benefits • Life benefits • Voluntary benefits • Other benefits and perks supporting physical, mental, emotional and financial wellbeing • Tobacco-free workplace