Personal Financial Counselor

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $58.4k - $93.5k / year

⏱ Part Time

🟡 Mid-level

🟠 Senior

🛋️ Counselor

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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 the full breadth of personal financial counseling services to military service members and their families at military installations • Conduct one-on-one counseling, consultations, briefings, presentations, and referrals • Work with installation and military branch Points of Contact to ensure the program meets installation needs and remains within scope • Help service members establish spending plans for extended absences • Develop and distribute informational financial materials • Coordinate, publicize, and deliver Personal Financial Management classes and workshops across the military lifecycle • Respond to requests for age-appropriate classes and seminars • Provide virtual counseling through web-based tools, secure online chat, video communications, and secure video teleconference 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; an associate degree plus 4 years' experience or high school diploma plus 6 years' experience may be considered in lieu • 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 • Ability to obtain a favorably adjudicated Tier 2 investigation • Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest 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 • Physical, mental, emotional, and financial wellbeing perks • Professional growth and development • Total health and wellness programs • Rewards and recognition • Employee unity • Tobacco-free workplace