Personal Financial Counselor

🔥 16 hours ago

🇺🇸 United States – Remote

💵 $58.4k - $93.5k / year

⏰ Full 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 personal financial services at assigned military installations • Provide personal financial counseling and management services to service members and their families • Assist service members in establishing spending plans for extended absences • Develop and provide informational financial materials • Coordinate, publicize, and deliver Personal Financial Management classes and workshops across the military lifecycle • Respond to requests for age-appropriate classes or seminars • Utilize virtual counseling and electronic communication modes, including web-based services, 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 information about installation trends and issues • 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 listed as required certification

🏖️ 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

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