Military Financial Wellness Counselor
Magellan Health Services
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
$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- A leading financial services provider is seeking a Personal Financial Counselor to provide essential financial services to military service members and their families. Responsibilities include one-on-one counseling, coordinating financial workshops, and developing materials...Suggested
$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$18 - $23.08 per hour
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$25 - $38.46 per hour
...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial... ...and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting...Hourly payWork experience placementFlexible hoursDay shift- ...opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking... ...handles problems with clients while assisting other tellers as well Effectively executes all service and referral routines to...
$18 - $22.6 per hour
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...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...Hourly payFull timeApprenticeshipNight shift- ...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
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...by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial... ...Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation...Work at office$20.67 - $31.25 per hour
...Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part of the branch team, the Personal Banker will work toward...Hourly payWork experience placementDay shift- ...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
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...processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Float tellers... ...Proven ability to demonstrated exceptional customer service Well-organized Proven time management skills Proven...Hourly payImmediate start$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$17.07 - $19.23 per hour
...: 8:45 AM - 12:15 PM (1-2 per month) Role Assist members with financial transactions accurately and efficiently. Identify opportunities... ...Off, Tuition Reimbursement, Paid Parental Leave, and Employee Wellness Reimbursement. CAMPUS USA Credit Union strongly encourages...Hourly payPart timeMonday to Friday$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 placementFlexible hoursShift workDay shift$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 payWork experience placementShift workDay shift- ...Licensed Private Client Banker in Saratoga, NY, to deliver tailored financial solutions to clients with up to $2M in investable assets. The... ...building strong client relationships, enhancing financial wellness, and achieving sales goals through effective networking....Hourly pay
$18.75 - $25 per hour
...distinctive quality service in branch. Lead Tellers ask questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and provide coaching to Tellers to enhance the...Hourly payWork experience placementShift workDay shift- ...From more resource-efficient factories, resilient supply chains, and smarter buildings and grids, to sustainable transportation as well as advanced healthcare, we create technology with purpose adding real value for customers. Our Commitment to Equity and Inclusion...Full timeRemote work
- ...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...Immediate start
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