Financial Wellness Counselor for Service Members
Magellan Federal
Magellan Federal is seeking a Personal Financial Counselor to deliver comprehensive financial counseling to service members and their families at Madison, WI military installations. The role includes one-on-one counseling, briefings, workshops, and referrals, with virtual counseling options as appropriate. Qualified candidates will have a bachelor’s degree, 3+ years in financial counseling, U.S. citizenship, fluent English, and may be required to be bilingual in English and Spanish; security #J-18808-Ljbffr Magellan Federal
- ...Member Service Teller Are you someone who thrives on meaningful conversations, loves helping others, and enjoys making everyday moments... ...interestevery interaction matters. Handle a variety of financial transactions with precision and care. Listen closely to uncover...SuggestedWork at officeLocal area
- ...Peak Member Service Teller At Summit Credit Union, you're not just stepping into a job but... ...experiences that set the tone for their entire financial journey. Empower members through... ...detail helps protect members' financial well-being. Spot opportunities that make members...SuggestedWork at office
- Magellan Health in Madison, WI seeks a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families at assigned military installations. Responsibilities include one-on-one counseling, group workshops, and coordination...Suggested
$41.5k - $65.5k
...Group: Retail Banking Sales & Service Delivers exceptional... ...advice and guidance regarding financial solutions that are in the best... ...procedures. Acts as a key member of a collaborative and versatile... ...required for this position as well as restrictions on performing...SuggestedContract workPart timeLocal areaImmediate startDay shift$58.44k - $93.5k
Magellan Health is seeking professionals to provide personal financial services for military installations. This role involves counseling service members and their families, offering workshops, and developing financial materials. The ideal candidate has a Bachelor’s degree...Suggested$50k - $100k
...Wealth Sales & Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest... ...incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers...Contract workPart timeLocal area$56.8k - $94.1k
...are the leading provider of professional services to the middle market globally, our... ...stakeholders within RSM. · Collaborate with team members to identify opportunities to enhance the... ...staying abreast of best practices in financial management enabled by technology ·...Full timeWork experience placementInternshipWork at officeLocal area- UW Credit Union is hiring Financial Specialists (Personal Bankers) to deliver remarkable service for members in the Madison area. The first 12 weeks focus on onboarding and training, with a January 4, 2027 class start. The role emphasizes learning member needs, education...January start
$42k
...someone who genuinely enjoys people, conversations, and helping families and business owners make smart financial decisions. Julie Bass Insurance & Financial Services is growing, and we’re looking for the right person to help customers navigate: Retirement planning...- ...At Lake Ridge Bank, the Loan Servicing Specialist plays a vital role... ...to support internal teams as well as customers. Provide timely... ...incoming and outgoing wires. Manage financial statement collection process.... ...with other team members. Assist in maintaining and producing...Permanent employmentWork experience placementWork at office
$58.44k
...position will provide personal financial services at assigned military... ...services to military service members and their families at military... ...installations to which the counselor is assigned. Participates in... ...for short-term incentives as well as a comprehensive benefits...Contract workTemporary workWork experience placementWork at office- ...professional to join their winning team for the role of Financial Account Representative – State Farm Agent Team Member. We seek an energetic professional interested in... ...needs, and market appropriate products and services. As an Agent Team Member, you will receive......For contractors
$125 per hour
...Mortgage Mutual of Omaha Mortgage is a full-service lending division offering a complete line... ...rapport, understand and analyze the full financial situations of our customers. Our goal is... ...Holiday) Multiple PPO Medical Plans, as well as HDHP eligible plan. Dental Coverage...Hourly payMinimum wageLocal areaFlexible hours$55k - $110k
...Family Group: Wealth Sales & Service This is a 100% remote opportunity... ...advice to ensure client’s financial goals are met. You will... ...incentives, discretionary bonuses, as well as other perks and rewards.... ...growth around the world. As a member of the BMO team you are valued...Contract workPart timeLocal areaRemote workMonday to FridayFlexible hoursShift work$70.2k - $120.4k
...plan with more than a million members that serves communities in... ..., where coordinated, quality service is the norm and every member... ...forecasting, valuation, and financial decision-making. The role applies... ...objectives by delivering accurate, well-documented analyses and...Work experience placementWork at office3 days per week- ...includes rotations in Operations and Sales & Service. There will be a certification at the... ...RESPONSIBILITIES Use the consultative sales process and Financial Needs Assessment to build a thorough... ...within the affiliate for training as well as scheduling flexibility. Travel outside...Work experience placementWork at office
- ...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
- ...community bank, we pride ourselves on local leadership, personalized service, and deep community loyalty. We're not just a bank; we're a... ...banking, commercial lending, credit analysis or a related financial services role. ~ Experience building and maintaining strong relationships...Work at officeLocal area
- ...community bank, we pride ourselves on local leadership, personalized service, and deep community loyalty. We're not just a bank; we're a... ...banking, commercial lending, credit analysis or a related financial services role. Experience building and maintaining strong relationships...Full timeWork at officeLocal area
$50k - $59.3k
...Financial CoordinatorReporting to the Director of Business Services, this position will provide a variety of complex financial transactions, coordinate purchasing, reconcile... ...time, salaried (exempt) academic staff position. Well-qualified candidates can expect a starting annual...Full timeWork at officeImmediate startRemote workRelocation$16 - $19 per hour
...Financial Services Representative The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due... ...role Promote-from-within culture A large percentage of team members advance into leadership roles Performance-based earnings...Hourly payWork at officeLocal areaShift work- Thrivent Financial is seeking an Insurance Associate to support Wisconsin Heartland Associates in Madison and Stoughton, WI. This role assists... ...and health insurance while helping to grow and retain members. Responsibilities include handling confidential member communications...
- ...Minnesota, Iowa, and Florida we are proud to service our local communities and make a... ...digital tools; and proactively identify financial needs to recommend appropriate solutions... ...daily huddles and collaborate with team members to meet branch goals. Support community...Work at officeLocal areaRelocation package
- ...preparing and processing monthly billing for service requests and projects. Work with project... ...submitted on time. Administrative and Financial Oversight Monitor budgets related to service... ...management and financial tools, as well as Microsoft Office Suite (Excel, Word) Excellent...Work at officeFlexible hours
$145k
...Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a... ...our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander...Hourly payFull timeContract workWork experience placementShift work$110k
...is a global leader and innovator in the financial services industry and is evolving from a high-... ...Securities (ABS) Analyst will be a key member of the Securitized Product Group (SPG)... ...designed to support you, your family and your well-being, now and into the future. [...Hourly payFull timeContract workShift work- ...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
$70.2k - $120.4k
...nonprofit health plan with more than a million members that serves communities in Minnesota,... ...care, where coordinated, quality service is the norm and every member feels valued... ...The Finance Analyst III leads complex financial analyses, modeling, and forecasting activities...Work experience placementWork at office3 days per week$58.44k - $93.5k
Overview This position provides personal financial services at assigned military installations.... ...counseling services to military service members and their families at military... ...issues on the installations to which the counselor is assigned. Participate in regular in...Contract workTemporary work- About the role Our financial representatives at Modern Woodmen of America... ...plans that illustrate members' current situations, outline... ...extensive background in financial services or you’re just getting... ...industry resources, you'll be well‑equipped to succeed in your new...Local area
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