Personal Financial Counselor Trainee

🕒 September 26

🇺🇸 United States – Remote

💵 $45.7k - $68.5k / year

⏱ Part Time

⚪️ Entry-level

🛋️ Counselor

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 9%

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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

• Receive training in personal financial counseling services and duties while working toward required PFC certification • Provide education, information, and assistance to members, providers, and internal and external customers • Learn to provide personal financial counseling and management services for service members and their families • Learn to assist service members in establishing spending plans for extended absences • Learn to coordinate, publicize, and provide Personal Financial Management classes and workshops across the military lifecycle • Learn to use virtual counseling and electronic communication methods, including web-based tools, secure online chat, video communications, and secure video teleconferencing • Learn to manage duty-to-warn situations according to Department of Defense protocol • Communicate with leadership and participate in individual and group supervision • Participate in in-services, training classes, quality improvement committees, and other assigned contract activities • Perform other duties as assigned

🎯 Requirements

• Over 1,000 hours of financial counseling experience, achieved prior to application • Bachelor's degree required; associate degree plus 4 years' experience may be considered in lieu of a bachelor's degree; high school diploma plus 6 years' experience may be considered in lieu of a bachelor's degree • Must be a U.S. citizen • Fluent English • Ability to speak and provide presentations to small or large groups • Bilingual English and Spanish if required by the contract • Ability to obtain a favorably adjudicated Tier 2 investigation status • Must be working toward successfully passing and receiving an approved Financial Certification (AFC, CFP, or ChFC) within 3 months of employment • Must possess a valid in-state driver's license • Ethical conduct and confidentiality • Model employee attributes relating to attitude, customer service, company culture, and work ethic

🏖️ Benefits

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

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