Financial Counselor

Magellan Health Services

Magellan Health seeks a Personal Financial Counselor to provide counseling to service members and their families at military installations in Wisconsin. You will deliver one-on-one counseling, develop spending plans, and create educational materials to support financial well‑being. Responsibilities include coordinating Personal Financial Management classes, offering virtual counseling when appropriate, and ensuring compliance with DoD requirements. Must be US citizen and fluent in English. #J-18808-Ljbffr

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Financial Counselor in Wausau, WI vacancy

Patient Financial Counselor
...Aspirus Health in Wausau, WI is seeking a Financial Counselor I to join our Patient Access-Registration team. The Financial Counselor I manages patient account credits and collection calls, tracks accounts transferred to outside agencies, performs financial assistance...
Suggested
Aspirus
Wausau, WI
4 days ago
Financial Counselor
...Financial Counselor (3055) HCVA - Museo 8th Floor Main - Houston, TX 77004 Overview Position Type : Full Time Job Shift : Day Education Level : High School Diploma/GED Category : Other Positions Description US Heart and Vascular is in need of a Financial Counselor to join...
Suggested
Full time
Work at office
Shift work
US Heart and Vascular
Wausau, WI
1 day ago
Patient Financial Counselor
...US Heart and Vascular is hiring a Financial Counselor to support patients at Orion Medical in Houston, TX. The role includes verifying insurance benefits, educating patients about their financial responsibilities, and managing payment plans. The candidate must have a High...
Suggested
US Heart and Vascular
Wausau, WI
4 days ago
Financial Aid Counselor
...Anderson University’s Office of Financial Aid & Scholarships seeks a full-time Financial Aid Counselor to support daily operations and provide exceptional service to students and families. Responsibilities include counseling on aid eligibility, progress requirements,...
Suggested
Full time
Work at office
Anderson University
Wausau, WI
3 days ago
Financial Aid Counselor
...The Financial Aid Department is recruiting for one full time Financial Aid Counselor. Under the guidance of the Director of Financial Aid, this position supports the day-to-day operations of the Office of Financial Aid by serving as the primary lead in the coordination...
Suggested
Full time
Work experience placement
Work at office
Night shift
Victoria College
Wausau, WI
2 days ago
Financial Advisor
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...
Work at office
Unavailable
Wausau, WI
1 day ago
Financial Consultant
...WealthBridge Financial Group is seeking a dedicated and knowledgeable Financial Consultant to join our team. In this role, you will be responsible for developing personalized financial plans for clients, guiding them through their financial decisions, and helping them...
WealthBridge Financial Group
Wausau, WI
19 hours ago
Financial Planner
...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single...
Monday to Friday
Flexible hours
Mercer Advisors
Wausau, WI
19 hours ago
Financial Advisor
...Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. Financial Advisor Responsible for managing existing client relationships and formulating and implementing advice. Expected to develop new client...
Bank staff
Work at office
Local area
Nicolet National Bank
Wausau, WI
1 day ago
Financial Advisor
...client-centered wealth management firm serving high-net-worth individuals and families. We bring together investment management, financial planning, and tax strategy in one integrated, proactive approach. Registered with the SEC under the Investment Advisers Act of 194...
Permanent employment
Work at office
CORDA Investment Management
Wausau, WI
19 hours ago
Financial Advisor
...Northwestern Mutual is seeking Financial Representatives in the United States to start as a financial representative focused on client-building and obtaining licenses, with award-winning training to support your first years in the business. The role offers a path to becoming...
Northwestern Mutual
Wausau, WI
15 hours ago
Financial Planner
$72.25k - $85k
...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single...
Temporary work
Work at office
Local area
Home office
Monday to Friday
Flexible hours
Mercer Advisors
Wausau, WI
2 days ago
Financial Advisor
JMD Staffing LLC is seeking a motivated Retirement Income Advisor based in Wisconsin, offering a fully remote role focused on retirement income strategies. The ideal candidate will have 2–5 years of experience in insurance and annuities, with a valid Life & Health Insurance...
Remote work
JMD Staffing LLC
Wausau, WI
4 days ago
Financial Advisor
...Allstate invites experienced financial professionals to build a personal financial services practice under the Allstate brand. You’ll receive support, access to new customers, and guidance from Allstate Agency owners to expand in your community. As an Allstate Financial...
Allstate
Wausau, WI
4 days ago
Financial Advisor
...San Blas Securities, located in Wisconsin, is searching for motivated and results-oriented financial advisors to join their team. Candidates should have over 5 years of experience, be licensed with Series 7 and 63, and possess existing client relationships. This remote...
Remote work
San Blas Securities
Wausau, WI
4 days ago
Financial Advisor
...A financial services company is seeking financial advisors to help clients through personalized planning. This role involves building a client base, presenting financial solutions, and developing through award-winning training. Ideal candidates should be self-motivated...
Flexible hours
Bankers Life
Wausau, WI
4 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Wausau, WI
1 day ago
US Experienced Financial Advisor
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone feels...
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Wausau, WI
3 days ago
Certified Financial Advisor
...Are you a Certified Financial Planner (CFP®) looking to take the next step in your career with a leading financial institution? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Austin, Texas area. With competitive...
Remote work
The Vanguard Group
Wausau, WI
4 days ago
Wealth Advisor for High-Net-Worth Clients
...CORDA Investment Management, LLC is a client-centered wealth management firm serving high-net-worth individuals and families. The Financial Advisor will work directly with high-net-worth clients in a collaborative, team-based environment, delivering thoughtful investment...
CORDA Investment Management
Wausau, WI
1 day ago
Wealth Advisor
...Management in Dallas is offering a structured 24-month Wealth Planning Associate program designed to train you for a future role as a Financial Advisor. You will act as a paraplanner under supervision, building expertise in financial planning, MoneyGuidePro, and RBC’s...
Local area
RBC
Wausau, WI
3 days ago
Wealth Advisor
...Wisdom Wealth Management in Dallas, TX is seeking an experienced Paraplanner to support our advisory team in delivering comprehensive financial planning. This hybrid position combines in-office collaboration with remote work flexibility, serving clients across multiple...
Work at office
Remote work
Jambalaya Group
Wausau, WI
1 day ago
College Financial Rep Intern: Build Your Planning Practice
...Northwestern Mutual is seeking College Financial Representatives for an internship in Wausau, Wisconsin. This program offers guidance and support to help you build a financial planning practice starting from the ground up. Interns will gain skills in networking, prospecting...
Full time
Internship
Flexible hours
Northwestern Mutual
Wausau, WI
1 day ago
College Financial Representative, Internship Program
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...
Full time
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Schofield, WI
3 days ago
Wealth Advisor
$85k - $145k
...and Managing Directors as a subject matter expert (SME) in the areas of investments, tax, pension, estate, insurance, and general financial planning. Analyze, draft, edit, deliver, and present financial planning modules to clients. Manage client communications and follow...
Temporary work
Work at office
Local area
Monday to Friday
Flexible hours
Mercer Advisors
Wausau, WI
3 days ago
Finance Associate
$250k - $310k
Finance Associate – Texas (Austin, Dallas, Houston, San Antonio) A prestigious international law firm is seeking a talented Finance Associate (4–5 years PQE) to join its growing finance practice in Austin, Dallas, Houston, or San Antonio . This is an excellent opportunity...
Work at office
The People Of: Professional Services
Wausau, WI
1 day ago
Wealth Advisor
...establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors' extensive expertise and strong commitment to our clients can be seen...
Beacon Pointe
Wausau, WI
2 days ago
Wealth Advisor
SCS Focus Partners Family Office and OCIO in Dallas, TX seeks a Vice President to join the client advisory team serving ultra-high-net-worth clients. You will oversee investment plans, prepare meetings, and communicate sophisticated wealth topics with clarity. The ideal...
Work at office
LE0219 SCS Capital Management LLC
Wausau, WI
4 days ago
Wealth Advisor
$150k - $350k
...Job Description It’s about helping others establish a financial foundation and build their dreams. Are you passionate about teaching others the basics of financial planning and making a positive difference in their lives? Do you have a proven track record of solving customers...
Frost Bank
Wausau, WI
3 days ago
Wealth Advisor - Holistic, Client-First Planning
...TwinThread is seeking a Private Client Advisor to deliver tailored investment solutions and comprehensive financial planning to clients in Wisconsin. The role requires a valid Series 7 and Series 66 license as well as a strong background in client relationships and financial...
Aumni
Wausau, WI
1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!