Service Member Financial Wellness Counselor
$58.44k - $93.5kMagellan Health
Magellan Health in Dayton, Ohio, seeks a Personal Financial Counselor to provide comprehensive financial counseling to military service members and families. Responsibilities include conducting workshops, one-on-one counseling, and coordination of financial education. Ideal candidates should possess a Bachelor’s degree and a strong financial counseling background, with preferred certifications such as AFC, CFP, or ChFC. The position offers a salary range from $58,440 to $93,500 based on experience and qualifications, alongside a robust benefits package. A commitment to equal opportunities and a tobacco-free workplace is emphasized. #J-18808-Ljbffr Magellan Health
- ...clients. Our network of over 4,300 financial professionals across the U.S.... ...achieve meaningful financial wellness. In total, Equitable Advisors... ...and guidanceProduct and Service Consultation: Discuss... ...apply.Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial...SuggestedWork at officeLocal areaFlexible hours
- Magellan Health in Dayton, OH seeks a Personal Financial Counselor to provide one-on-one counseling and workshops for service members and families at Wright Patterson AFB. Responsibilities include education, referrals, and coordinating with DoD points of contact to align...Suggested
- ...team practices to help chief financial officers, controllers, and finance... ...finance and global business services agendas and strategies. You... ...local government clients as well as public higher education... ...a current client need. Team members focus on delivering services...SuggestedWork at officeLocal area
- ...rotations in operations and Sales & Service. There will be a certification at the... ...job family. The Personal Banker I is a Financial Center position focused on using the... ...for processing teller transactions as well as working as a member of the platform staff. Responsible...SuggestedWork experience placementWork at office
$58.44k
...cover an existing assignment for counselors who are absent. Responsibilities... ...the full breadth of personal financial counseling services to military service members and their families at military installations... ...for short-term incentives as well as a comprehensive benefits...SuggestedContract workTemporary workWork experience placementWork at office$58.44k
...cover an existing assignment for counselors who are absent. Primary... ...include the full breadth of personal financial counseling services to military service members and their families at military installations... ...for short-term incentives as well as a comprehensive benefits...Contract workTemporary workWork experience placementWork at office- ...from acquisition through onboarding and servicing.* Proactive lead management and referral... ...advanced conversation skills. Delivers client well-being through tailored solutions aligned... ...clients on options for managing financial transactions by leveraging technology, tools...Full timeWork experience placementWork at office
$52.5k - $87.5k
...from acquisition through onboarding and servicing. Proactive lead management and referral... ...conversation skills. Delivers client well-being through tailored solutions aligned... ...Educates clients on options for managing financial transactions by leveraging technology, tools...Full timeTemporary workPart timeWork experience placementWork at office- Bank of America in Dayton seeks an energetic team member to engage clients in the lobby, educate on self-service banking, and process cash transactions with accuracy. You will build relationships to meet financial needs and connect clients to suitable solutions. The role...Weekend work
- ...rotations in operations and Sales & Service. There will be a certification at the... ...job family. The Personal Banker I is a Financial Center position focused on using the... ...for processing teller transactions as well as working as a member of the platform staff. Responsible...Full timeWork experience placementWork at office
- ...established markets Products and Services Consultation : Educate clients on our diverse financial products and services,... ...diversity and inclusivity, offer wellness programs and employee resource... ...Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial...Work experience placementLocal areaRemote workFlexible hours
- ...development ~ Signing bonus ROLE DESCRIPTION: As a Financial Servies Representative with Ty Huynh State Farm Agency, you will... .... QUALIFICATIONS: ~3+ years of experience in financial services. ~ Analytical and communication skills. ~ Series 6/63/65 or...Relocation package
$17 - $20 per hour
...expenses. In this role, our team members thrive in a competitive... ...ensuring timely and efficient service Exceed customer expectations... ...based on start date) OneMain Financial (NYSE: OMF) is the leader in... ...dedicated to improving the financial well-being of hardworking...Full timeTraineeshipWork experience placementLocal areaMonday to Friday- ...forlife’sexpenses.In this role, our team members thrive in a competitive atmosphere... ...the role, ensuringtimelyand efficient service Exceed customer expectations through... ...credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1...Local areaMonday to Friday
- ...common purpose to help make financial lives better through the power... ...physical, emotional, and financial wellness through affordable,... ...- whether shaped by military service, community college education,... ...registered investment adviser, **Member SIPC** and a wholly owned subsidiary...Work at officeFlexible hoursShift workWeekend workDay shift
- Magellan Health is seeking a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families at military installations in Ohio. You will provide one-on-one counseling, briefings, and referrals while coordinating with installation...
- Magellan Health, Inc. seeks a Personal Financial Counselor to deliver counseling and financial education to service members and their families at military installations in Ohio. The role covers budgeting, incident planning for deployments, and referrals, with an emphasis...Remote job
- ...established markets Products and Services Consultation : Educate clients on our diverse financial products and services,... ...diversity and inclusivity, offer wellness programs and employee resource... ...engagement. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial...Work experience placementLocal areaRemote workFlexible hours
$20.35 per hour
...Paid company holidays plus accrued PTO Financial Wellness Expert - Wright-Patt Credit Union... ...closely with Wright-Patt Credit Union, a member-owned, not-for-profit financial institution... ..., non-judgmental financial counseling services to Wright-Patt Credit Union members both...Full timeCasual workWork at officeLocal areaRemote work- ...deliver strategic programs and services that unite our organization.... ...alignment with strategic and financial objectives.Deal Integration -... ...working with team members and stakeholders across geographies... ...value in their organizations, as well as through our own investments...Work experience placementVisa sponsorship
- ...s Enterprise Risk Management Framework.Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive SalesCompetenciesBanking Products, Business Acumen, Customer Experience...Work at office
- ...investments, offering truly in-depth financial planning. We set ourselves... ...those around you as well. We are looking to add an Associate... ..., excellent client service, and outstanding operational... ...communicate with clients and team members, critical attention to detail...Work at officeLocal area
- ...Banker I program in Dayton, Ohio. Selected associates will complete a 4-8 week onboarding with rotations in operations and Sales & Service, culminating in a certification to advance in the Retail Personal Banker family. The role emphasizes consultative sales to meet customer...
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions... ...investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual...Full timeContract workFor contractorsWork at office- ...About the role Our financial representatives at Modern Woodmen of... ...financial plans that illustrate members' current situations, outline... ...background in financial services or you’re just getting started... ...industry resources, you'll be well‑equipped to succeed in your new...Local area
$65k - $85k
...About the Role The National Financial Solutions Advisor (NFSA I) ensures clients receive... ...degree. ~0–2 years experience in financial services or a metrics‑based sales environment. ~... ...benefits to support physical, emotional, and financial well‑being. #J-18808-LjbffrShift workDay shift- ...Relationship Banker provides exceptional service by accurately processing customer transactions... ...customer relationships by identifying financial needs, recommending appropriate products... ...and Federal law and regulations, as well as all related LCNB National Bank policies...Part timeWork at office
- ## HFA Financial Advisor Senior - BranchApplyremote type: Officelocations: Montgomery Bo Cinc... ...personal production goals and customer service objectives for all assigned branches and/... ...Track record of exceeding expectations as well as assigned goals and targets* Ability to...Temporary workWork at officeRemote workWork from homeFlexible hours
- Description Summary The HFA Financial Advisor Senior - Branch partner closely with branch staff... ...personal production goals and customer service objectives for all assigned branches and/... ...record of exceeding expectations as well as assigned goals and targets Ability to...Temporary workWork at officeRemote workWork from homeFlexible hours
- ...investments, offering truly in-depth financial planning. We set ourselves... ...those around you as well. The Wealth Advisor is an... ...counsel, and work closely with all members of the Waverly team to exceed... ...to extraordinary client service through professional excellence...Local area
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