Personal Financial Counselor, PFC-Miami
$58.44kMagellan Federal
Position Overview This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. This role works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation. Key Responsibilities Provides personal financial counseling and management services directly to service members and their families. Assists service members in establishing a spending plan for extended absences. Develops and makes available informational financial materials to service members and families. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops across the military lifecycle. Responds to requests for age‑appropriate classes or seminars. Utilizes virtual counseling or other electronic modes of communication, such as web‑based, secure online chat, or video‑based communications. Manages duty‑to‑warn situations according to Department of Defense (DoD) protocol. Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations. Participates in regular in‑services/training, quality improvement committees or other contract activities as assigned/appropriate. Performs other duties as assigned. Other Job Requirements Bachelor’s degree required; may consider an associate degree plus 4 years’ experience or a high school diploma plus 6 years’ experience. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. Bilingual in English and Spanish may be required by contract. Ability to obtain a favorably adjudicated Tier 2 investigation and pass the Conjunctive Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Education & Experience Education requirement: Bachelor’s degree. Work experience: Financial Counseling (minimum 3 years). Licenses & Certifications AFC – Accredited Financial Counselor CFP – Certified Financial Planner ChFC – Chartered Financial Consultant DL – Driver License (valid in the state) Salary Range Salary Minimum: $58,440 Salary Maximum: $93,500 Equality and Diversity Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. Security and Compliance Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures. #J-18808-Ljbffr Magellan Federal
$58.44k - $93.5k
...This position will provide personal financial services at assigned military... ...sponsored by the customer. Virtual PFC support may only be... ...installations to which the counselor is assigned. Participates in... ...Personal Financial Counselor, PFC‑Miami Grade: 24 Salary Range: $5...PersonalContract workWork at office$41.58k
...phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create meaningful personal connections with customers while processing... ...Location Details Palmetto Lakes Location Miami Gardens, Florida Equal Opportunity Employer...PersonalFull timeFlexible hours$58.44k
This position will provide personal financial services at assigned military installations. Primary... ...sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED... ...on the installations to which the counselor is assigned. Participates in regular in...PersonalContract workTemporary workWork experience placementWork at office- ...appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank... ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains...Personal
$58.44k - $93.5k
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$48k - $100k
...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...pursue the life they envision through a personal relationship with their advisory team committed... ...) and/or Chartered Retirement Planning Counselor (CRPC) Possess excellent communication...PersonalShift workDay shift- ...volunteerism. We offer ample opportunities for professional and personal growth through comprehensive resources and development... ...inclusion in all forms. Role Description This is a full-time Financial Professional/Agent role with a pathway to management at New York...PersonalFull timeWork at officeLocal areaWork from home
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$20 - $23 per hour
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Brighton Jones is seeking a Lead Advisor in New York to join their growing team. This position involves acting as a Personal CFO for clients, delivering exceptional experiences, and managing comprehensive wealth management plans. The ideal candidate will have a four-year...PersonalRemote jobFull timeWork at office- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Get AI-powered advice on this job and more exclusive... ...matters. What Our Financial Advisors Do They are the personal coach to our Nation’s military families and are focused on a financial...PersonalHourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
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...long-term relationships with clients and guiding them toward financial freedom? An innovative and rapidly growing wealth management... ...client accounts and financial plans Analyze client data to craft personalized strategies Create financial summaries, income projections,...PersonalFull timeWork at officeFlexible hours- ...communications and interactions in Salesforce. Analyze clients’ complete financial picture and work with clients to develop a comprehensive... ...insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education...PersonalFull time
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