Financial Counselor
$58.44kMagellan Federal
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 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). Title Personal Financial Counselor: Urbana, IL 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. #J-18808-Ljbffr
- ...Parkland College is seeking a Financial Aid Advisor for an on-campus, 12-month, full-time appointment in Champaign, IL. The position offers a competitive annual salary and requires guiding students and families through complex financial aid processes. The role emphasizes...SuggestedFull time
- ...Northwestern Mutual is seeking a Financial Advisor in Champaign, Illinois. This role offers the opportunity to become a business owner while helping clients through financial planning. Successful candidates will enjoy training and support while creating personalized financial...Suggested
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...SuggestedFull timeContract workFor contractorsWork at office$53.81k
...Application Close Date/Time : Sunday, August 2nd at 11:59PM CT The Financial Aid Advisor is responsible for managing a specialized federal/... ...agencies, financial institutions, campus offices, high school counselors and administrators. Provide financial aid counseling to...SuggestedFull timeWork experience placementWork at office$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With... ...PLANNER™ and/or CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place where everyone feels...SuggestedWork at officeWork from homeHome officeFlexible hours$106.25k - $141.65k
...Advisor provides investment recommendations and advice to perspective and current clients. Helps clients identify their distinct financial needs and objectives and then recommend plans and products to help achieve goals. The Advisor is responsible to develop, deepen, and...Full timeContract workTemporary workWork at officeImmediate startFlexible hours- ...yet powerful: to help people discover and achieve what’s possible in life. With 22 years of experience developing top-performing financial advisors, our district is proud to be home to three of just 230 Northwestern Mutual Wealth Advisors nationwide recognized by Forbes...InternshipLocal areaVisa sponsorshipFlexible hours
$15 per hour
...exclusive features. Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors Explore a... ...job alerts for “Financial Planner” roles. Personal Financial Counselor: Urbana, IL Urbana, IL $53,125.00-$84,995.00 4 months ago...Minimum wageFull timeContract workPart time$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- Engage with clients to understand their financial goals, aspirations, and concerns. Develop comprehensive financial plans that include investments, insurance, and retirement. Recommend and implement insurance strategies to protect clients' assets and income. Monitor clients...Visa sponsorship
$1,000 per month
...Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
...Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeFor contractorsInternshipLocal areaFlexible hours- ...Are you energized by solving problems, ensuring accuracy, and building financial processes that support a growing business? Join our award-winning company and culture as a Finance Associate and play a key role in maintaining financial integrity through disciplined execution...Full timeRemote work
$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- Northwestern Mutual is seeking College Financial Representatives for its internship program located in Champaign, Illinois. Interns will build an integrated financial planning practice while working closely with local experts and financial products from a Fortune 500 company...Full timeInternshipLocal areaFlexible hours
- ...surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental...Full timeTemporary workPart timeWork at office
$41.25k - $68.75k
...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...Full timeTemporary workPart timeWork experience placementWork at office- ...relationships while delivering operational excellence.If you enjoy connecting with people, identifying opportunities, and being a trusted financial partner, this role offers a clear path to growth within a respected community bank.What you'll do:Serve as the primary financial...Hourly payFull timeTemporary workLocal areaFlexible hours
$21.22 per hour
...exceed organizational goals. Process consumer loan applications and make outbound calls to identify opportunities to assist the financial needs of the member. Assist members with account needs, answer questions about products and services and resolve problems....Hourly payShift work- ...originating, underwriting, and managing a portfolio of commercial loans. You will work closely with business clients to understand their financial needs and provide tailored lending solutions that align with the bank’s policies and risk parameters. As a key player in...Work at officeLocal areaFlexible hours
$30k - $50k
...visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of wallet. Processes a variety of customer interactions. Educates customers...Temporary workWork experience placementWork at office$16.29 - $26.39 per hour
...according to policy when interacting with patients, physicians, families, co-workers and the public regarding demographic/clinical/financial information.Demonstrates a knowledge of hospital and physician billing platforms and understands how to appropriately resolve a...Work experience placementLocal areaShift work- ...PNC Financial Services Group, Inc. in Champaign, IL seeks a Teller to deliver exceptional customer experiences and help clients manage finances. You will process interactions, educate customers on options, and identify opportunities to refer to branch staff. The role emphasizes...
- ...Representative Location: Neil St, Champaign IL(On-Site) Status: Full-Time, Hourly Non-Exempt Why Join First Financial Bank? If you are an energetic and detail-oriented professional who enjoys assisting clients and supporting multiple banking...Hourly payFull timeLive outWork at office
$16 per hour
...you! Your Role: As a Teller with us, you'll be the friendly face that our customers look forward to seeing. You'll handle financial transactions with precision, provide top-notch service, and assist customers in achieving their financial goals. Your day will be...Full timeWork at office- ...Busey Bank is hiring a Teller in Urbana, IL to assist customers with financial transactions and deliver excellent service. You will process deposits, withdrawals, and loan payments, balance cash drawers, and ensure accuracy in all operations. The role emphasizes promoting...
- Retail TellerWage Range: Min: $16.50, Mid: $18.57, Max: $20.63We are looking for someone that is willing to travel and work in different locations. This schedule will vary due to branch needs. This position covers branch staffing needs of our Champaign-Urbana Branches....Work experience placement
$16 - $18 per hour
...and commitment to maintaining confidentiality required. Experience: Customer service: Minimum 1 year Required (e.g. Retail, Sales, Financial Services) Cash handling: Previous experience Preferred Banking: Previous experience Preferred Minimum 1 year office setting...Hourly payPart timeWork at officeMonday to FridayFlexible hours$16 - $18 per hour
## Financial Services RepresentativeApplylocations: Champaign, IL, United Statestime type: Full timeposted on: Posted Todayjob requisition id: R18682World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- University of Illinois Community Credit Union in Champaign seeks a Consumer Loan Officer to engage members, process loan applications, and promote loan and deposit products through digital channels. You will build relationships, support product growth across lending, underwriting...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Counselor. Be the first to apply!


