Military Financial Wellness Counselor
Magellan Health
Magellan Health is seeking a Personal Financial Counselor at National Guard facilities in Latham, NY. You will provide comprehensive financial counseling to service members and their families, including budgeting and debt management, and coordinate DoD-aligned classes across installations. Qualifications include 3+ years in financial counseling, a Bachelor's degree (or equivalent combination of education and experience), and AFC/CFP/ChFC certifications. U.S. #J-18808-Ljbffr Magellan Health
$58.44k - $93.5k
...Personal Financial Counselor - National Guard, Latham, NYThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...for short-term incentives as well as a comprehensive benefits package...SuggestedContract workTemporary workWork at office- Magellan Health is seeking a Personal Financial Counselor in Scotia, NY. This role provides personal financial counseling services to military members and their families within the community. Responsibilities include one-on-one counseling and developing financial materials...Suggested
$58.44k
This position will provide personal financial services at assigned military installations. Primary... ...on the installations to which the counselor is assigned. Participates in regular... ...eligible for short-term incentives as well as a comprehensive benefits package...SuggestedContract workTemporary workWork experience placementWork at office$21 per hour
...opportunities to help them achieve their financial goals by providing personalized advice... ...arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid... ...family status/parenthood, medical condition, military or veteran status, national origin,...SuggestedHourly payLocal areaFlexible hoursAfternoon shift- Magellan Federal is seeking a Personal Financial Counselor for assignments at National Guard facilities in Latham, NY. You will deliver comprehensive counseling to service members and their families, supporting budgeting, education, and referrals as part of the DoD program...Suggested
- ...handle deposits and withdrawals, balance cash drawer, and identify opportunities to connect customers with a Banker for broader financial wellness planning. The role emphasizes excellent service, compliance, and teamwork within a branch environment, with Saturday shifts...Hourly payShift work
$58.44k
Job Overview This position will provide personal financial services at assigned military installations. It is a Personal Financial Counselor - Air National Guard, Scotia, NY. The role focuses on delivering full‑breadth personal financial counseling services to military...Contract workWork at office- ...KeyBank in Albany is seeking a Personal Banker to engage clients in conversations, assess financial wellness needs, and provide tailored guidance both in person and by phone. You will build relationships, attract new clients, and expand services for existing customers...
- A regional financial institution seeks a motivated Personal Banker in Troy, NY, to foster client relationships and enhance their financial wellness. This role requires strong sales abilities, effective communication, and teamwork. The ideal candidate will have experience...
$45k - $100k
...due to the volume of applicants. Join a financial services firm where your contributions... ...or certification Professional and/or military career progression Licensing: SIE (... ...regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...RMG is headquartered in Latham, NY, led by an industry executive team with decades of sector experience, and backed a well capitalized financial sponsor. We are seeking an experienced FP&A & Corporate Development Manager to help support the company’s next phase of growth...
$65k - $80k
...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to... ...teammates' physical, emotional, and financial wellness, recognizing and rewarding performance,... ...) and/or Chartered Retirement Planning Counselor (CRPC).• Obtained your insurance...Temporary workWork at officeMonday to FridayDay shift- ...Guilderland area. You will greet clients, process account transactions, and address servicing needs while building trust and financial wellness. The role emphasizes accurate cash handling, compliance, and teamwork in a branch setting. We value strong client service, integrity...Day shift
$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management... ..., resources, time horizon, risk profile, and preferences as well as servicing client accountsDocuments all client interactions and...Interim roleWork at officeLocal areaImmediate startShift workDay shift$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward...Hourly payDay shift- ...goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn't just a transaction to... ...the borrower Update job knowledge on types of loans and other financial services Operate in compliance with laws and regulations and...Live outWork at officeLocal area
$18 - $23.08 per hour
...resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our...Hourly payWork experience placementShift workDay shift- ...latest banking solutions and cutting-edge financial technology combined with friendly and... ...with clients about banking solutions, as well as collaborate with and connect them to our... ...capabilities, and skillsCollege degree or military equivalent.Experience adhering to banking...Afternoon shift
$18.5 - $20 per hour
...Answer inquiries regarding checking and savings accounts, as well as other bank related products Seek to resolve issues and problems... ..., genetic information, predisposition and carrier status, military or veteran status, marital and familial status, the status of being...Hourly payFull timeImmediate start$20.55 - $34.25 per hour
...banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all... ...on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the...Hourly pay$19 per hour
...centers, and cash inventory vaults keep cash flowing throughout financial institutions and retail businesses across the US. Loomis prides... ...industry, which includes: ~ Vacation and Sick Time (PTO) as well as Paid Holidays ~ Health & Dental Insurance ~ Vision...Full timeFlexible hoursShift work- ...manage the full client relationship with a plan-based approach to financial advice for clients with up to $2M in investable assets. You... ...through internal partners, and help clients achieve financial wellness while complying with risk and audit procedures. This is a...
$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting...Hourly payWork experience placementDay shift$20.55 - $34.25 per hour
...banking relationship and transition to needs to based discussion on financial goals* Identify financial needs of customers and present all... ...on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch...Hourly pay$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$22.82 - $24.82 per hour
...by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial... ...Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $2...Work at office$18.75 - $25 per hour
...distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the...Hourly payWork experience placementShift workDay shift$106.9k - $147k
...Analytics/Forecasting analyzes and forecasts financial, economic, and other data to provide... ...competitive benefits that support whole-person well-being. Associate benefits are designed to... ...and Medicaid, families, individuals, military service personnel, and communities at...Full timeTemporary workApprenticeshipWork at officeRemote workWork from homeHome office- KeyCorp's Personal Banker position in Troy, NY seeks a client-focused banking professional who can engage clients, uncover financial needs, and provide tailored solutions. The role emphasizes relationship-building, sales referrals, and strong teamwork within the branch....
$46.99k - $122.4k
...development and preparation of annual budgets, forecasts, and long-term financial plans by collaborating with stakeholders to gather inputs,... ...designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position...Hourly payFull timeTemporary workWork experience placementLocal area
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