Personal Financial Counselor; Charlotte, NC
$58.44k - $93.5kMagellan Health Services
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
Responsibilities
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; Charlotte, NCGrade
24Work Experience - Required
Financial CounselingWork Experience - Preferred
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor'sEducation - 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 - OtherOtherOtherLicense and Certifications - Preferred
Salary Range
Salary Minimum:
$58,440Salary Maximum:
$93,500This 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.
- ...Entry Level – Financial Advisor - NC, Charlotte (3623) ( PIN_42276 ) Primary Location : UNITED STATES-NC-Charlotte Organization : Equitable... ...' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance...PersonalWork experience placementWork at officeLocal areaFlexible hours
- ...Lead Csr/Teller- Charlotte, NC - Full Time Make banking a Fifth Third better We connect... ...and opinions, elevating concerns, and personally following policies and procedures as defined... ...seamlessly guide them to where their financial needs can be met Provide follow up to...PersonalFull timeWork at office
- ...National Financial Solutions Advisor I (Charlotte, NC) (Series 7 Required) Charlotte, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...SuggestedWork at officeShift workDay shift
- ...Relationship Banker - Charlotte South Rock Hill market, Charlotte, NC Area Charlotte, North Carolina;Rock Hill, South Carolina; Charlotte, North Carolina... ..., we are guided by a common purpose to help make financial lives better through the power of every connection. We...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$90 - $115 per hour
...Physician Assistant | Surgery - General/Other Location: Charlotte, NC Employer: CompHealth Pay: $90 to $115 per hour... ...including medical, dental, vision, and a 401(K) plan ~ Your personal recruiter handles every detail, 24/7 Ranges shown should...PersonalHourly payFull timeLocumImmediate startShift work$90 - $115 per hour
...Physician Assistant | Surgery - General/Other Location: Charlotte, NC Employer: CompHealth Pay: $90 to $115 per hour... ...including medical, dental, vision, and a 401(K) plan ~ Your personal recruiter handles every detail, 24/7 Ranges shown should...PersonalHourly payFull timeLocumImmediate startShift work- ...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...PersonalTraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...Specialist/Manager supports specific project needs in the Charlotte, NC area by ensuring best practices are implemented, safety compliance... ...accident investigations Ensure all personnel wear their personal protective equipment (PPE) Daily safety audits and...PersonalFull time
- ...CNA – Medicaid Cases, 4-Hour Shifts Only – Charlotte North, NCLooking for real part-time hours... ...shifts only, daily Location: Charlotte North, NC – 28262/28269 Client type: Medicaid clients, private residences Care involved: Personal care, mobility support, companionship,...PersonalPart timeShift work
- ...Safety Specialist/Manager supports specific project needs in the Charlotte, NC area by ensuring best practices are implemented, safety... ...conduct accident investigationsEnsure all personnel wear their personal protective equipment (PPE)Daily safety audits and inspectionsInspect...PersonalFull timeRelocation
- ...for a potential offer for direct employment (post-graduation) into the Asset-Backed Finance team in either Stamford, CT (ABS) or Charlotte, NC (CCS). Job Responsibilities Support all aspects of CCS and/or ABS lending transaction origination, execution, and ongoing...Work experience placementSummer workInternship
- Evening Shift CNA Wanted - Charlotte South, NC For the caregiver whose day really starts around 5 PM: we're looking for a Certified Nursing... ...care for a senior client in Charlotte South — dinner, personal care, and the wind-down into bedtime. Schedule: Evenings,...PersonalPart timeWork at officeFlexible hoursAfternoon shift
- Morning CNA - Charlotte South, NC (28226/28277) Some caregivers are morning people. If mornings are when you do your best work — getting someone... ...277 Client: Senior client, private residence Care involved: Personal care, mobility assistance, light breakfast prep, medication...PersonalPart timeWork at officeMonday to FridayDay shift
- CNA - Medicaid Cases, 4-Hour Shifts Only - Charlotte South, NC If a full 8- or 12-hour shift isn't what you're looking for, this role is built... ...type: Medicaid clients, private residences Care involved: Personal care, mobility assistance, companionship, basic household...PersonalSecond jobShift work
- CNA - Dementia & Memory Care Experience - Charlotte North, NC We're hiring a Certified Nursing Assistant with dementia care experience for... ...client living with dementia, private residence Care Needed: Personal care, redirection techniques, safety supervision, structured...PersonalPart timeWork at officeShift work
- PRN CNA - On-Call, Flexible Hours - Charlotte South, NC We keep a small bench of PRN CNAs ready to step in across our Charlotte South client... ...residences across our client base Care involved: General personal care, mobility support, companionship (case-dependent) We'...PersonalPart timeReliefSecond jobFlexible hoursShift work
- CNA - Afternoons - Charlotte South, NC No 5 AM alarm. No late nights either. Just a solid midday block of caregiving with a senior client... ...277 Client: Senior client, private residence Care involved: Personal care, safe transfers, companionship, light housekeeping What...PersonalPart timeWork at officeDay shiftAfternoon shiftWeekday work
- CNA - Dementia & Memory Care Experience - Charlotte South, NC Dementia care asks for a specific kind of patience — the ability to stay calm... ...living with dementia, private residence Care involved: Personal care, redirection techniques, safety supervision, structured...PersonalPart timeWork at office
- ...embarking on a rewarding travel assignment near the vibrant city of Charlotte, NC! Travel roles offer exceptional advantages—take advantage of... ...Embrace the potential for growth, adventure, and personal fulfillment by making a difference as a travel Special Education...PersonalLocal area
- .... This position requires operation of a Company Vehicle, or a Personal Vehicle and such operation is done consistently more than 20%... ...identity, national origin, age, protected veteran status, or disability status.SummaryLocation: Charlotte-NC-US; Greensboro-NC-USType: Full timePersonalFull timeFor contractorsFor subcontractorNight shift
- Evening CNA Position - Charlotte North, NC Preferred Care at Home is seeking a Certified Nursing Assistant for evening shifts with a senior... ...Senior client, private residence Care Needed: Dinner prep, personal care, bedtime routine assistance, safety supervision What...PersonalFull timeWork at officeFlexible hoursShift workAfternoon shift
- 2027 Investment Banking Summer Analyst (Charlotte, NC) 2027 Investment Banking Summer Analyst Program Company Overview Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $226.4 billion in assets as of December 31, 2025....Permanent employmentFull timeSummer workInternship
- Weekend-Only CNA - Charlotte South, NC Keep your weekdays. We mean that literally — this role covers Saturday and Sunday only, caring for... ...277 Client: Senior client, private residence Care involved: Personal care, mobility assistance, companionship, meal prep, light house...PersonalPart timeWeekend workDay shiftAfternoon shiftWeekday work
- Weekend CNA - Saturday & Sunday Shifts - Charlotte North, NC Looking for weekend-only work that pays well and respects your weekdays? Preferred... ...Client Type: Senior client, private residence Care Needed: Personal care, mobility assistance, companionship, meal prep What...PersonalFull timeFlexible hoursShift workWeekend workAfternoon shiftWeekday work
- ...Store Associates for our Fabletics location at SouthPark in Charlotte, NC! Join our team as a Store Associate and be at the forefront of... ...Productivity, Efficiency, and Quality standards. Maintain personal sales and achieve sales goals. Maintain all safety and security...PersonalPart timeWork experience placementFlexible hoursAfternoon shift
- ...hands dirty and build something great together! Location: Charlotte and Raleigh, NC Essential Duties and Responsibilities include... ...Willingness to travel. Benefits: Paid Time Off - Personal, Vacation, Holiday Company Vehicle Health Insurance:...PersonalTraineeship
- ...security—all designed to support your lifestyle and future. Nestled near vibrant Charlotte, NC, this location is a prime destination for those seeking both professional enrichment and personal fulfillment. The region features a thriving culture, diverse communities, and...PersonalContract workLocal area
- ...Private Chef Jobs In Charlotte If private chef jobs in Charlotte are at the top of your... ...food fans and their next favorite meal. Personal chef jobs in Charlotte put you and your culinary... ...Requirements: Based in Charlotte, NC Professional culinary background...PersonalFull timePart timeLocal areaWorldwide
- ...join our remarkable team at Ballantyne Medical Group located in Charlotte, NC. This is an outpatient only primary care clinic located in... ...our communities, and each other. We value belonging, courage, personal growth, and teamwork, creating a space where everyone is...PersonalWork at officeRelocation packageMonday to Friday
- Certified Nursing Assistant (CNA) - Morning Shifts - Charlotte North, NC (28262/28269) Preferred Care at Home is hiring a dependable, compassionate... ...Client Type: Senior client, private residence Care Needed: Personal care, mobility assistance, light meal prep, medication...PersonalPart timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Financial Counselor; Charlotte, NC. Be the first to apply!
- international financial advisor Charlotte, NC
- financial advisor Charlotte, NC
- financial associate Charlotte, NC
- estate planning consultant Charlotte, NC
- associate leveraged finance Charlotte, NC
- financial advisor associate Charlotte, NC
- financial planning associate Charlotte, NC
- financial planning assistant Charlotte, NC
- finance associate Charlotte, NC
- financial counselor Charlotte, NC




