Military Financial Wellness Counselor
Magellan Health
Magellan Health is seeking a Personal Financial Counselor in Scotia, NY. This role provides personal financial counseling services to military members and their families within the community. Responsibilities include one-on-one counseling and developing financial materials. Applicants should have a Bachelor's degree and at least 3 years of financial counseling experience. Certifications such as AFC, CFP, or ChFC are desired. #J-18808-Ljbffr Magellan Health
- Magellan Health is seeking a Personal Financial Counselor at National Guard facilities in Latham, NY. You will provide comprehensive financial counseling to service members and their families, including budgeting and debt management, and coordinate DoD-aligned classes across...Suggested
$58.44k - $93.5k
...Personal Financial Counselor - National Guard, Latham, NYThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...for short-term incentives as well as a comprehensive benefits package...SuggestedContract workTemporary workWork at office$21 per hour
...opportunities to help them achieve their financial goals by providing personalized advice... ...arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid... ...family status/parenthood, medical condition, military or veteran status, national origin,...SuggestedHourly payLocal areaFlexible hoursAfternoon shift$58.44k
This position will provide personal financial services at assigned military installations. Primary... ...on the installations to which the counselor is assigned. Participates in regular... ...eligible for short-term incentives as well as a comprehensive benefits package...SuggestedContract workTemporary workWork experience placementWork at office$58.44k
Job Overview This position will provide personal financial services at assigned military installations. It is a Personal Financial Counselor - Air National Guard, Scotia, NY. The role focuses on delivering full‑breadth personal financial counseling services to military...SuggestedContract workWork at office- Magellan Federal is seeking a Personal Financial Counselor for assignments at National Guard facilities in Latham, NY. You will deliver comprehensive counseling to service members and their families, supporting budgeting, education, and referrals as part of the DoD program...
$65k - $75k
...relocation assistance or visa sponsorship. Supervisor Manager, Financial Planning & Analysis Essential Responsibilities and Duties... ...On‑Campus Fitness Facility Access and Discounts for On‑Campus Wellness Programs. Pre and Post‑Tax participation in a 403(b) Retirement...Full timeRelocation packageFlexible hours- ...Guilderland area. You will greet clients, process account transactions, and address servicing needs while building trust and financial wellness. The role emphasizes accurate cash handling, compliance, and teamwork in a branch setting. We value strong client service, integrity...Day shift
- ...Retirement and Investment Services Program. Refers members and non-members to Member Service team members to open new accounts and shares as well as establish e-services. Responsible for the daily opening and closing of their assigned cash box and PC work station, including but...Part timeImmediate start
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an...Work at officeFlexible hoursShift workWeekend workDay shift
$17.5 - $19.5 per hour
...precision, efficiency, and a commitment to safeguarding our clients’ financial privacy. As a trusted representative, you will facilitate... ..., enhancing client relationships and fostering financial wellness. Payment Processing: Handle credit card payments, issue money...Full timeApprenticeshipNight shift$78.7k - $120.5k
...culture! As a member of our finance team, you will perform various financial functions including resource planning, data analysis,... ...Personal Time Off Sell Program Employee Assistance Program (EAP) Wellness Program Visit us online to view all NNL benefits! Pay Range $7...For contractorsLocal areaFlexible hours$89k - $105k
...’re ready to be at the epicenter of this historic cultural and financial shift, keep reading. About the team + role the company's Corporate... ...horizontally and vertically in an organization with peers as well as senior leaders Strong verbal and written communication...Work at officeShift work- ...RMG is headquartered in Latham, NY, led by an industry executive team with decades of sector experience, and backed a well capitalized financial sponsor. We are seeking an experienced FP&A & Corporate Development Manager to help support the company’s next phase of growth...
$65k - $80k
...Bank Of America Financial AdvisorAt Bank of America, we are guided by a common purpose to... ...teammates' physical, emotional, and financial wellness, recognizing and rewarding performance,... ...) and/or Chartered Retirement Planning Counselor (CRPC).• Obtained your insurance...Temporary workWork at officeMonday to FridayDay shift- ...Finance team sits at the center of how the company plans, decides, and grows. We are seeking a Corporate Finance Manager to help shape financial strategy and build scalable processes that support Robinhood’s growth. You will partner with senior leadership on forecasting,...
- ...Job Type Full-time Description Assess and fulfill customer's investment and financial needs and/or planning requirements. Responsible for the sale and distribution of investment and insurance products and services. Responsible for assisting in developing...Full timeWork at office
- ...Investment OfficerMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities,... ...for client portfolios' asset allocation and manager selection as well as risk management and monitoringThe Investment Officer will have...Temporary workWork at officeWorldwide
$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive wealth management... ..., resources, time horizon, risk profile, and preferences as well as servicing client accountsDocuments all client interactions and...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...forecasting, and accounting activities. This exempt, full-time role offers a hybrid work arrangement and reports to the Manager of Financial Planning & Analysis. Key duties include preparing operating and capital budgets, quarterly forecasts, journal entries, and grant...Full time
- A financial services firm in New York is seeking individuals passionate about helping clients achieve financial wellness. This role focuses on client engagement, developing personalized financial strategies, and offers extensive training for regulatory licensing. Candidates...Traineeship
- Equitable Advisors is dedicated to helping clients achieve meaningful financial wellness. Our network of over 4,300 financial professionals nationwide is committed to fostering relationships that support clients on their financial journeys. If you are passionate about...Work experience placementWork at officeLocal areaFlexible hours
- ...goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn't just a transaction to... ...the borrower Update job knowledge on types of loans and other financial services Operate in compliance with laws and regulations and...Live outWork at officeLocal area
$18 - $22.6 per hour
...resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our...Hourly payTemporary workDay shift$18 - $23.08 per hour
...resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our...Hourly payWork experience placementShift workDay shift$18 - $23.08 per hour
...resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our...Hourly payWork experience placementShift workDay shift$18 - $23.08 per hour
...resolving client servicing issues. Tellers, through conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our opportunity and our privilege to help our...Hourly payFull timeWork experience placementFlexible hoursShift workDay shift$18.5 - $20 per hour
...Answer inquiries regarding checking and savings accounts, as well as other bank related products Seek to resolve issues and problems... ..., genetic information, predisposition and carrier status, military or veteran status, marital and familial status, the status of being...Hourly payFull timeImmediate start$20.55 - $34.25 per hour
...banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all... ...on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the...Hourly pay- ...demonstration of effective listening and communication abilities are highly recommended. Physical demands: Must be able to hear well enough to communicate with customers, co-workers, and outside bank personnel. Communicate orally. Normal daily physical...Full time
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