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

Financial Counselor

$58.44k

Magellan Health Services

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. 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. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation. 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, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34. Responds to requests for age-appropriate classes or seminars. Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office. 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 to which the counselor is assigned. Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate. All other duties as assigned. The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description. Other Job Requirements Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must be able to pass the Congressionally Mandated 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). General Job Information Title Personal Financial Counselor, Assignment Ready Counselor, PFC Montana Grade 24 Work Experience - Required Financial Counseling Work Experience - Preferred Education - Required A Combination of Education and Work Experience May Be Considered., Bachelor's Education - Preferred License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther License And Certifications - Preferred Salary Minimum $58,440 Salary Maximum $93,500 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. 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

Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the Financial Counselor in Belgrade, MT vacancy
  •  ...Job Description Job Description Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and... 
    Suggested

    WealthBridge Financial Group

    Belgrade, MT
    15 days ago
  •  ...Aogarciaagency offers a remote-friendly role with a flexible schedule focused on helping families secure financial well-being through virtual consultations. You will assess client needs, present solutions, and cultivate lasting relationships while handling related administrative... 
    Suggested
    Remote work
    Flexible hours

    Aogarciaagency

    Bozeman, MT
    4 days ago
  • Aogarciaagency is seeking a motivated, adaptable professional for a flexible, work-from-home role with ample growth opportunities. The position offers a balanced schedule and Zoom-based interviews to accommodate remote candidates. In this role you will conduct virtual ...
    Suggested
    Remote work
    Work from home
    Flexible hours

    Aogarciaagency

    Bozeman, MT
    3 days ago
  • $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... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Bozeman, MT
    13 hours ago
  • $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... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bozeman, MT
    2 days ago
  • Regular Full-Time 5 ADMINISTRATIVE Belgrade, Belgrade, MT, US Position General Responsibilities: This entry level teller position is responsible for greeting customers and handling broad-based banking service and customer transactions. Employees Supervised...
    Full time

    Stockman Bank

    Belgrade, MT
    4 days ago
  • Business Development Manager/ Strategic Growth Partner (MN, IA, WI, ND, SD, MT & WY) Prudential Advisors is looking for an experienced financial professional in the Bozeman area that is interested in working with Prudential existing clients base. This exciting position will... 
    Full time

    Prudential Financial

    Bozeman, MT
    4 days ago
  •  ...II will lead expansion of existing, and develop, new Wealth Management and First Interstate relationships through a comprehensive financial planning approach. This position will lead a relationship team and may be responsible for the supervision and motivation of team members... 
    Full time
    Bank staff

    First Interstate Bank

    Bozeman, MT
    1 day ago
  • $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
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Bozeman, MT
    4 days ago
  •  ...TwinThread is seeking a Private Client Advisor in Bozeman, Montana, to offer personalized financial planning and advice. The successful candidate will build and manage client relationships, delivering tailored investment solutions while emphasizing digital tools. A minimum... 

    Aumni

    Bozeman, MT
    1 day ago
  •  ...Northwestern Mutual is offering an internship position for College Financial Representatives in Bozeman, Montana. Interns will gain invaluable experience in financial planning, prospecting, and networking while building their business. The program provides flexible schedules... 
    Full time
    Internship
    Flexible hours

    Northwestern Mutual

    Bozeman, MT
    2 days ago
  • $80k - $90k

     ...management, including planning for retirement, education, legacy, 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... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Bozeman, MT
    1 day ago
  • $1,000 per month

    Overview 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 up. Our college financial representatives, who come from... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Bozeman, MT
    3 days ago
  • Job TitleEssential Functions & Key Areas of Responsibility - Performs the following duties under general supervision: Develop customer relationships through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs. Responsible...

    Opportunity Bank of Montana

    Bozeman, MT
    6 days ago
  • JPMorgan Chase & Co. in Bozeman, MT, seeks an Associate Relationship Banker to welcome clients and provide tailored financial solutions using Chase technologies. You will build relationships, learn products, and collaborate with experts to meet clients' financial needs.... 
    Full time
    Afternoon shift

    JPMorgan Chase & Co.

    Bozeman, MT
    5 days ago
  • Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions Create and manage a loan pipeline focused on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage... 
    Afternoon shift

    Jobtailor

    Bozeman, MT
    1 day ago
  • CMMT69553 - Commercial Loan Officer - Bozeman, MT Our client is looking for a Commercial Loan Officer. This is an addition to staff at a healthy bank. They will need a minimum of commercial credit experience since this candidate will inherit a sizable portfolio. There ...
    Work at office

    ADAM'S

    Bozeman, MT
    4 days ago
  • Teller PositionThis position is a part time position located at our Bozeman, MT West Branch. The hours will be from 11:00AM - 3:00PM. We know your career is just one aspect of a meaningful, complex, and demanding life. That's why we designed our compensation and benefits...
    Part time
    Night shift

    First Interstate

    Bozeman, MT
    3 days ago
  • Full Time Teller Are you looking for an amazing career opportunity? Come join our awesome team at our Four Corners location! As a Full Time Teller you will greet customers with a smile, assess and fill their needs in a professional manner. Process all customer deposits...
    Hourly pay
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Visa sponsorship
    Work visa
    Monday to Friday

    Glacier Bancorp

    Bozeman, MT
    23 hours ago
  • This position is a Part Time position located at our Bozeman, MT West Branch. The hours will be from 11:00AM - 3:00PM. What’s Important to You We know your career is just one aspect of a meaningful, complex, and demanding life. That’s why we designed our compensation and...
    Part time
    Monday to Friday
    Night shift

    First Interstate

    Bozeman, MT
    3 days ago
  • If you are a current FIB employee, please apply through the Career Worklet in the Employee Portal. This position is located at our Bozeman, MT West branch. What’s Important To You Generous Paid Time Off (PTO) in addition to paid federal holidays. Child Care Assistance ...
    Night shift

    First Interstate

    Bozeman, MT
    1 day ago
  • Teller PositionBasic paying and receiving teller duties. Oversee all Teller staff and functions of teller area. Administration of all teller transactions. Protection of Bank assets and referral of Bank products and services. Responsible for training of Tellers at branch...
    Night shift

    Stockman Bank

    Bozeman, MT
    2 days ago
  • Join to apply for the Full Time Teller role at First Security Bank Montana - Div. of Glacier Bank Join to apply for the Full Time Teller role at First Security Bank Montana - Div. of Glacier Bank About The Role Come join our amazing team at our Four Corners location, as...
    Full time
    Work at office
    Visa sponsorship
    Work visa

    First Security Bank Montana - Div. of Glacier Bank

    Bozeman, MT
    4 days ago
  • Job Description Job Description Join the American Bank team! We are a small, privately-owned community bank that delivers high-quality experiences tailored to each individual and business. We empower our employees to work in the best interest of customers, give back...
    Hourly pay
    Full time
    Temporary work
    Bank staff
    Night shift

    American Bank Montana

    Bozeman, MT
    23 days ago
  •  ...DUTIES AND RESPONSIBILITIES: Perform commercial loan underwriting tasks such as analyze business & personal tax returns and financial statements, identify trends and concerns and work closely with assigned commercial team and customers to understand & mitigate... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Work at office
    Local area
    Visa sponsorship
    Work visa

    First Security Bank Bozeman

    Bozeman, MT
    4 days ago
  • $148.89k

     .... Join our team, and together we will make a difference and change the world. Job Description CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team! This role supports financial planning and analysis projects and initiatives for the enterprise... 
    Work experience placement
    H1b

    CDM Smith

    Bozeman, MT
    2 days ago
  •  ...Job Type Full-time Description The Financial Analyst is responsible for the analysis, forecasting, budgeting and summarization of the company's financial information. This position requires a team-player with analytical skills, attention to details, strong... 
    Full time
    Home office

    Ranch and Home Supply LLC

    Bozeman, MT
    2 days ago
  •  ...advancement opportunities. Ongoing local, regional, and national training opportunities. Mentorship and personal, professional, and financial goal planning. Team outings, hunting trips, camping trips, BBQs, and other activities throughout the year. #J-18808-Ljbffr... 
    Work at office
    Local area

    Mettler-Toledo International, Inc

    Bozeman, MT
    1 day ago
  • $20.49 - $24.55 per hour

    Academic Advisor II The College of Letters and Science is looking for a collegial, dynamic, and motivated individual who is dedicated to student success and is able to thrive in an environment that includes frequent interactions with students, faculty, and staff. The...
    Hourly pay
    Contract work
    Temporary work
    Summer work

    Montana State University-Bozeman

    Bozeman, MT
    13 hours ago
  • $21 per hour

    Job Description We want you to help us shape the future of shopping experiences and deliver on our purpose of connecting people with the products and experiences that enrich their lives. Joining Advantage Solutions means joining a network of 65,000 teammates serving 4,...
    Hourly pay
    Part time
    Shift work

    Club Demonstration Services

    Bozeman, MT
    1 hour ago

Do you want to receive more vacancies?

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