Financial Counselor
$58.44kMagellan Federal
This position will provide coverage in short‑term, surge and on‑demand situations resulting from the military needs such as a post‑deployment event or to cover an existing assignment for counselors who are absent. 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 provided within scope and meets the needs of the installation. Responsibilities 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. Possesses 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. Other Job Requirements 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, Assignment Ready Counselor, PFC‑New York Grade: 24 Work Experience – Required: Financial Counseling Work Experience – Preferred: (none specified) Education – Required: Bachelor's (Combination of Education and Work Experience may be considered) Education – Preferred: (none specified) License and Certifications – Required: AFC – Accredited Financial Counselor, CFP – Certified Financial Planner, ChFC – Chartered Financial Consultant Salary Minimum: $58,440 | Salary Maximum: $93,500 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. #J-18808-Ljbffr
$40.85k - $44.85k
...Summary: The Financial Aid Counselor at D'Youville University serves as a primary point of contact for students and families seeking assistance with the financial aid process. As a member of Student Financial Services, this position provides personalized, responsive,...SuggestedFull timeWork at officeRemote workAfternoon shift$70k - $80k
...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... ...Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) Obtained insurance licenses Schedule: Monday –...SuggestedFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Build Wealth. Build Relationships. Build Your Future. At Alliance Financial Network, our Financial Advisors are trusted advocates—guiding clients to protect assets, build wealth, and achieve lasting financial success. With flexible tools and personalized strategies, you...SuggestedFlexible hours
- ...applications, data and processes across the Finance division. The role collaborates with stakeholders to ensure timely, accurate financial transactions, reporting and analysis. The position emphasizes Workday Accounting Center, data models, and planning tools, with opportunities...Suggested
$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused... ...PLANNER and/or CRPC or Chartered Retirement Planning Counselor Read More About Skills/Requirements Awards & Accolades At Edward...SuggestedWork at officeWork from homeHome officeFlexible hours$75k
...Job Description Job Description We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating...- ...projects to championing causes close to our hearts such as Alex’s Lemonade Stand and Camp Good Days. Just as we help families achieve financial security and peace of mind, we also invest in the growth and success of our team members. Here, we lead with purpose, driven by...Full timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hoursNight shift
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- Company Description Wilcox Financial Group, LLC is a financial planning and wealth management firm that specializes in serving women and women-owned businesses. The firm focuses on comprehensive financial planning, including investment management, retirement planning, insurance...Full time
- Prudential Advisors is looking for driven, motivated self-starters in the Buffalo-Niagara area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools...
- Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable...Work experience placementWork at officeLocal areaFlexible hours
- Prudential Advisors is looking for an Experienced Financial Advisor in the Buffalo market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
$75k
We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising...Work at office$49.5k - $79.2k
...join our team where you’ll make technology happen in surprising ways. Let’s shape tomorrow - it’ll be a fun journey! Ingram Micro Financial Solutions plays a critical role in accelerating technology sales by helping partners overcome budget limitations and reduce time-...Full timeTemporary workWork at officeWorldwideFlexible hoursShift work- ...Job Description Job Description As a Financial Professional with MassMutual New York State you will guide individuals, families and businesses into the financial future they desire by utilizing our expansive insurance and financial product lines. You will be given...
- ...transform the finance industry together. ? Schwab's branch team is at the heart of our firm's commitment to?helping clients own their financial futures. In this exciting role, you'll?give clients financial guidance while forming lasting relationships?built on trust, respect...
$112k - $210k
Location:726 Exchange Street, Buffalo New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$89.6k - $149.3k
...Work Model:This is a hybrid position requiring 4 days in-office per week at One M&T Plaza Buffalo, NY onlyOverview:Conduct advanced financial research and analysis projects with a large amount of independence. Provide comprehensive advice/options to senior management in...Full timeWork at office$16 - $22 per hour
...Northwest Bank in Buffalo, NY seeks a Financial Center Banker to provide consultative financial options and grow banking relationships through opening accounts and identifying customer needs. The role emphasizes exceptional service, adherence to regulatory requirements...Hourly pay$25 - $38.46 per hour
...Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable...Hourly payWork experience placementDay shift$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 attracting...Hourly payDay shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- Job Overview A law firm seeks a Public Finance Associate in Buffalo, NY. The ideal candidate will have 2 to 5 years of experience in public finance law, supporting various transactions and managing multiple clients in a dynamic environment. Duties Assist with public finance...Local areaFlexible hours
$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours- ...Services is a fee-only Registered Investment Advisor built on the conviction that objective guidance is the cornerstone of lasting financial success. We believe true wealth management extends beyond managing assets — it is about helping clients make informed decisions...Monday to Friday
$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Full timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...Northwestern Mutual in Buffalo is seeking a Financial Representative to build lasting client relationships through personalized financial planning and insurance solutions. You will engage clients, design comprehensive plans, and provide ongoing support while leveraging...Flexible hours
$22.82 - $24.82 per hour
...at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members...Work at office
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