Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Financial Counselor, PFC-Miami

$58.44k

Magellan 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

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Personal Financial Counselor, PFC-Miami in Florida, NY vacancy
  • $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... 
    Personal
    Contract work
    Work at office

    Magellan Health

    Florida, NY
    13 hours ago
  • $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... 
    Personal
    Full time
    Flexible hours

    Regions Bank

    Florida, NY
    3 days ago
  • $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... 
    Personal
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Federal

    Florida, NY
    4 days ago
  •  ...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

    Valley National Bank

    Florida, NY
    2 days ago
  • $58.44k - $93.5k

    A service provider for military installations is seeking a Personal Financial Counselor in Florida. The role involves offering financial counseling to military members and their families, managing workshops, and utilizing modern communication methods for counseling. Candidates... 
    Personal

    Magellan Health

    Florida, NY
    13 hours ago
  • A leading provider of financial services is seeking a Financial Counselor in New York to offer personal financial services at military installations. Responsibilities include providing counseling and workshops, developing materials, and assisting service members with financial... 
    Personal

    Magellan Federal

    Florida, NY
    13 hours ago
  •  ...a request. Underwriting Activities (40% of time) - Determine financial information requirements; Work with the Relationship Manager to...  .... Perform guarantor financial analysis; Review and analyze personal financial information for guarantors including personal financial... 
    Personal

    BankUnited

    Florida, NY
    1 day ago
  • Empire Finest Group LLC is seeking a skilled Loan Processor in Miami, FL. This role requires ownership of loan files and exceptional attention to detail. Candidates should have experience processing Conventional, FHA, and VA loans along with a strong understanding of compliance... 

    Empire Finest Group LLC

    Florida, NY
    3 days ago
  • Commissary Supervisor - Miami Dade Commissary Requisition #: 651322 Location: Doral, FL, US 33166 Job Description Under the direction...  ...standing. This role may also require uniforms and/or usage of Personal Protective equipment (PPE). At Aramark, we believe that every... 
    Personal
    Work at office

    Aramark

    Florida, NY
    4 days ago
  •  ...soundness and achieving market, branch and personal goals. Sign-on bonus of $500.00 to be...  ...deposit box transactions. Fills in for Financial Specialist Leader when absent. May order...  ...Training Class from 9am -- 5pm in either Miami Lakes or Boynton Beach. The Company may... 
    Personal
    Work at office
    Relocation package
    Shift work
    Night shift

    BankUnited

    Florida, NY
    3 days ago
  •  ...at (***) ***-****! Office Location: 7930 NW 36th Street, Ste 27 Miami, FL 33166 Qualifications Thank you for your interest in Registering...  ...PPD Test Results (1 year or less) 2 Work related References 3 Personal References County License (Palm Beach HHA only) Please... 
    Personal
    Work experience placement
    Work at office
    Flexible hours

    ValueCare

    Florida, NY
    2 days ago
  • A financial advisory firm in New York seeks entrepreneurial-minded individuals for advisor roles, emphasizing client relationships and...  ...planning tools. Success is measured by client satisfaction and personal growth rather than metrics. The firm values candidates willing... 
    Personal

    Evershore Financial Group

    Florida, NY
    13 hours ago
  • Coastal Wealth is seeking a Financial Advisor in the Town of Florida, New York. The role involves working with individuals and families...  ..., access to competitive benefits, and the opportunity for personal and professional growth within a supportive entrepreneurial system... 
    Personal
    Full time

    Coastal Wealth

    Florida, NY
    4 days ago
  • A financial services company is looking for individuals to become financial professionals in the Town of Florida, NY. This role offers...  ...families achieve financial security while allowing you to build a personal practice with a commission-based income. You'll gain access to... 
    Personal
    Flexible hours

    New York Life

    Florida, NY
    2 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in New York to provide comprehensive financial planning and investment solutions to clients. The role involves building relationships and understanding financial markets to guide clients effectively. Candidates should... 
    Personal

    JPMorgan Chase & Co.

    Florida, NY
    13 hours ago
  • PNC is seeking a Financial Advisor to join its Wealth Management team. In this role, you will consult on investment and insurance strategies and manage client relationships. The ideal candidate has a Bachelor's degree and at least 2 years of relevant experience in financial... 
    Personal

    PNC

    Florida, NY
    13 hours ago
  • LRP Media Group is seeking a Financial Advisor to provide personalized investment advice and solutions. The role focuses on deepening client relationships, setting strategic directions for the advisor team, and maintaining regulatory compliance through thorough record-keeping... 
    Personal

    LRP Media Group

    Florida, NY
    1 day ago
  • Job Description Would you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice...  ...Subject to all terms and conditions outlined in the Allstate Personal Financial Representative (PFR) agreements. If selected to be an... 
    Personal
    For contractors
    Work at office

    Allstate

    Florida, NY
    4 days ago
  • $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... 
    Personal
    Shift work
    Day shift

    Bank of America

    Florida, NY
    2 days ago
  •  ...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... 
    Personal
    Full time
    Work at office
    Local area
    Work from home

    New York Life

    Florida, NY
    3 days ago
  • A financial institution is seeking a Part-Time Universal Banker in Florida. This role focuses on serving customers by conducting financial profiles and managing client relationships to drive growth. Candidates should have at least a high school diploma and customer service... 
    Personal
    Part time

    Ameris Bank

    Florida, NY
    2 days ago
  • A financial institution in New York seeks a customer-focused professional to drive financial growth by maintaining and expanding client relationships. Ideal candidates will possess strong communication skills and have experience in customer service, with the ability to... 
    Personal

    Ameris Bank

    Florida, NY
    1 day ago
  • A regional banking institution is seeking a Teller and Personal Banker in New York, who will engage with customers to handle their finances effectively, manage accounts, and foster relationships. The ideal candidate should possess strong communication skills and have a... 
    Personal

    Ameris Bank

    Florida, NY
    13 hours ago
  • $20 - $23 per hour

     ...Flex Financial Partner Join us as a Flex Financial Partner and play a key role in supporting multiple branches as a trusted guide...  ...Experience: Go Above Expectations; Create Positive Moments; Personally Acknowledge Service: Deliver As One Team; Stay A Step Ahead... 
    Personal
    Hourly pay
    Work at office
    Relocation package
    Flexible hours
    Shift work
    Afternoon shift

    Heritage Financial Credit Union

    Goshen, NY
    13 hours ago
  •  ..., and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe... 
    Personal
    Traineeship
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Florida, NY
    4 days ago
  •  ...your own, and deepen your connection within the community? As an Financial Advisor, you will work directly with individuals, business...  ...clients through fact-gathering and needs analyses Expanding personal knowledge and skills through ongoing professional development... 
    Personal
    Full time
    Contract work
    Work experience placement
    Monday to Friday

    Coastal Wealth

    Florida, NY
    1 day ago
  • $150k - $350k

    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... 
    Personal
    Remote job
    Full time
    Work at office

    Brighton Jones

    Florida, NY
    3 days ago
  • 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... 
    Personal
    Hourly pay
    Minimum wage
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services, Inc.

    Florida, NY
    2 days ago
  • $100k - $120k

     ...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,... 
    Personal
    Full time
    Work at office
    Flexible hours

    Radium Search

    Florida, NY
    2 days ago
  •  ...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... 
    Personal
    Full time

    Commerce Bank

    Florida, NY
    13 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Financial Counselor, PFC-Miami. Be the first to apply!