Personal Financial Counselor - Salt Lake City, UT
Magellan Health(2 months ago)
About this role
Provides personal financial services and counseling to military service members and their families at assigned installations, supporting financial readiness across the military lifecycle. The role delivers education, briefings, and referral resources while coordinating with installation Points of Contact to ensure program alignment. Position requires adherence to Department of Defense protocols and participation in quality improvement and supervision activities.
Required Skills
- Financial Counseling
- Budgeting
- Workshop Delivery
- Client Education
- Virtual Counseling
- Crisis Management
- Stakeholder Communication
- Compliance
Qualifications
- Bachelor's Degree
- Associate Degree (plus 4 years experience) - Alternative
- High School Diploma (plus 6 years experience) - Alternative
- Accredited Financial Counselor (AFC)
- Certified Financial Planner (CFP)
- Chartered Financial Consultant (ChFC)
- U.S. Citizenship
- Tier 2 Investigation Clearance
- Driver License
- Bilingual English/Spanish (If Required)
About Magellan Health
magellanhealth.comMagellan Health manages the fastest growing, most complex areas of healthcare, bringing solutions to health plans, employers and state and Federal programs.
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