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

Personal Financial Counselor - Alaska

$58.44k

Magellan Health Services

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. 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.

  • 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 - Alaska

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 Range

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.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Personal Financial Counselor - Alaska in Richardson, TX vacancy
  • $68k - $75k

     ...Water Utility Financial Analyst/Consultant NewGen Strategies & Solutions is a management consulting firm with offices nationwide. We...  ...skills, and abilities. ~ Annual bonuses of 8%, contingent on personal and company performance ~401K plan with matching contributions... 
    Personal
    Full time
    Work at office
    Local area
    Work from home
    Work visa
    Flexible hours
    2 days per week

    NewGen Strategies & Solutions

    Richardson, TX
    2 days ago
  • Description: ERP Financial Consultant Department: Enterprise Systems Group Billable Hours Goal: 80% of worked hours Position...  ...work occasionally · Valid driver’s license in your state of residence and reliable personal vehicle PI56c53ffa2471-38059-38463337... 
    Personal
    Full time
    Weekend work
    Afternoon shift

    ComTec Solutions

    Richardson, TX
    2 days ago
  •  ...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-...  ...organization with entrepreneurial freedom to advance based on your personal results? As a Financial Advisor with Ameriprise, you'll help... 
    Personal
    Full time
    Part time
    Work experience placement
    Local area

    Ameriprise Financial

    Plano, TX
    4 days ago
  •  ...Investment Strategy team for an exciting opportunity to provide financial analysis, budgeting, forecasting, and financial reporting for...  ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice... 
    Personal
    Local area
    Immediate start
    Relocation
    Visa sponsorship
    Relocation package

    Chase

    Plano, TX
    5 days ago
  • $45k - $100k

     ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward...  ...incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture... 
    Personal
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Richardson, TX
    5 days ago
  • $85k - $145k

     ...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management...  ...additional certifications Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA)... 
    Personal
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Plano, TX
    4 days ago
  • $52k - $64k

     ...Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day ago Be among the first 25 applicants...  ...Retirement Consultant) you will be part of our growing Empower Personal Wealth sales team, providing support to our customers at key life... 
    Personal
    16 hours
    Full time
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    RemoteWorker US

    Plano, TX
    5 days ago
  • Ameriprise Financial is hiring a Financial Advisor in Plano, Texas. In this role, you will help clients shape their financial futures...  ...uncapped bonus opportunities and a full benefits package to ensure personal wellbeing. You will be responsible for developing client... 
    Personal

    Ameriprise Financial

    Plano, TX
    4 days ago
  •  ...Personal Banker I - Preston-Headquarters Make banking a Fifth Third better We connect great people to great opportunities. Are you...  ...platform staff. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the... 
    Personal
    Work at office

    Fifth Third Bancorp

    Plano, TX
    1 day ago
  •  ...career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker I position will provide an exceptional customer...  ...platform staff. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the... 
    Personal
    Work at office

    Fifth Third

    Plano, TX
    1 day ago
  •  ...Personal Banker II Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next...  ...customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the... 
    Personal
    Work at office

    Fifth Third Bancorp

    Plano, TX
    4 days ago
  •  ...products and services * Follow established policies in accordance with the bank and the supervisor s direction * Accountable for the personal achievement of monthly new account production as assigned by upper management * Participate in an active sales environment that... 
    Personal
    Work experience placement
    Work at office
    Flexible hours
    Afternoon shift

    First National Bank Texas

    Plano, TX
    5 days ago
  • Back Bilingual Personal Banker #680-28743 Plano, Texas, United States Apply X Facebook LinkedIn Email Copy Location FCB Plano W. Park Wal-Mart Location Address 1700 Dallas Pkwy. Position Type Full Time Requirements * At least 18 years of age * High school diploma, high... 
    Personal
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Afternoon shift

    First Convenience Bank

    Plano, TX
    1 day ago
  • $85k

    Financial Advisor - If you’ve built a strong track record driving new business but are still waiting for the chance to fully lead client...  ...being proud of. We believe financial advice should be deeply personal, not transactional. That’s why our advisors act as true... 
    Personal
    Work at office
    Visa sponsorship

    Peak American Investment Advisors, Inc.

    Plano, TX
    3 days ago
  •  ...career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer...  ...customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the... 
    Personal
    Work at office

    Fifth Third

    Plano, TX
    5 days ago
  •  ...Personal Banker II Bilingual -McDermott & I-75 Make banking a Fifth Third better We connect great people to great opportunities....  ...customers. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the... 
    Personal
    Work at office

    Fifth Third Bancorp

    Plano, TX
    2 days ago
  •  ...direction, project leadership, and coordination of effort among financial work groups for analysis of diverse business proposals,...  .... Knowledge, Skill, and Abilities Knowledge of advanced personal computer applications such as PowerPoint, Excel, Outlook, Word... 
    Personal
    Relocation package
    Shift work

    FedEx

    Plano, TX
    19 hours ago
  •  ...providing unparalleled banking services. Who you are: As a Personal Banker I , you are the first point of contact for many of our...  ...Provide advice and guidance and help people along their financial journey Always take action using Integrity, Caring, and Excellence... 
    Personal
    Monday to Friday

    Frost Bank

    Richardson, TX
    1 day ago
  •  ...Personal Banker Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over... 
    Personal
    Work at office

    WaFd Bank

    Plano, TX
    5 days ago
  •  ...relationships, and partnering across the firm to deliver comprehensive financial solutions. This role also requires an active presence in the...  ...services to fit any business model and convenient services, personal attention, and account features to help simplify managing... 
    Personal
    Full time
    Local area

    Hilltop Holdings

    Plano, TX
    1 day ago
  •  ...Personal Banker Plano, TX, US, 75023 Location: Plano -PLAN Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency...  ...Salary Range: Not Available Application Deadline: 06/30/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities,... 
    Personal
    Local area

    BOK Financial

    Plano, TX
    1 day ago
  •  ...PURPOSE Responsible for performing a broad variety of financial services such as opening and closing accounts, renewing time...  ...New Account experience REQUIREMENTS: Complete Personal Banker Mentor Program or Personal Banker Learning Plan Teller... 
    Personal
    Full time
    Work at office
    Monday to Friday
    Afternoon shift
    Weekday work

    Prosperity Bank

    Plano, TX
    5 days ago
  • $85k - $145k

     ...worked with families to help them amplify and simplify their financial lives by integrating financial planning, investment management...  ...certifications such as Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA),... 
    Personal
    Temporary work
    Work at office
    Local area
    Monday to Friday

    Mercer Advisors

    Plano, TX
    4 days ago
  •  ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to...  ...us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer... 
    Personal
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Plano, TX
    5 days ago
  •  ...help executives manage, forecast, plan and gain insight into the financial profitability of the business and assess new business...  ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice... 
    Personal

    Chase

    Plano, TX
    4 days ago
  •  ...have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Coit Rd Branch, you will be based in...  ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... 
    Personal
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Richardson, TX
    3 days ago
  •  ...deliver accurate, timely submissions and continuously improve how financial data is managed. If you enjoy solving problems, working cross-...  ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment... 
    Personal

    JPMorgan Chase

    Plano, TX
    1 day ago
  •  ...portfolio management. Your responsibilities will include analyzing financial statements, keeping abreast of industry changes, preparing...  ...verbal and written communication, along with strong inter-personal skills An exceptional ethic Ability to work well under pressure... 
    Personal

    JPMorgan Chase & Co.

    Plano, TX
    3 days ago
  • Fifth Third Bank in Plano, TX is seeking a Personal Banker II to deliver exceptional customer service and build lasting relationships with clients. The ideal candidate will possess customer service experience, a background in sales, and strong analytical skills. Responsibilities... 
    Personal
    Full time

    Fifth Third

    Plano, TX
    3 days ago
  •  ...Investment Strategy team for an exciting opportunity to provide financial analysis, budgeting, forecasting, and financial reporting for...  ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice... 
    Personal
    Local area
    Immediate start
    Relocation
    Visa sponsorship
    Relocation package

    Chase

    Plano, TX
    5 days ago

Do you want to receive more vacancies?

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