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Personal Financial Counselor Trainee , PFC

Magellan Health
USA
Part-time
Intern · 6+ years experience
Onsite
Discovered 2 weeks ago

Full Job Posting

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. Must be a U.S. citizen and speak fluent English. Must be able to speak and provide presentations in front of small or large groups. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation status. Must be working towards successfully passing and receiving one of the approved Financial Certifications (Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)) for promotion to a PFC Tier 1 position within 3-months of employment. Must have over a thousand hours of financial counseling experience (must be achieved prior to application for position). Must possess and display attributes of a model employee in relation to attitude, customer service, company culture, and work ethic. Must demonstrate ethical conduct and always maintain confidentiality.
  • General Job Information
  • Title
  • Personal Financial Counselor Trainee, PFC
  • Grade
  • 21
  • 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
  • DL - Driver License, Valid In State - OtherOtherOther
  • License and Certifications - Preferred
  • Salary Range
  • Salary Minimum:
  • $45,655
  • Salary Maximum:
  • $68,485
  • 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.
  • 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.
  • Must be a U.S. citizen and speak fluent English.
  • Must be able to speak and provide presentations in front of small or large groups.
  • If required by the contract, must be bilingual in English and Spanish.
  • Be able to obtain a favorably adjudicated Tier 2 investigation status.
  • Must be working towards successfully passing and receiving one of the approved Financial Certifications (Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)) for promotion to a PFC Tier 1 position within 3-months of employment.
  • Must have over a thousand hours of financial counseling experience (must be achieved prior to application for position).
  • Must possess and display attributes of a model employee in relation to attitude, customer service, company culture, and work ethic.
  • Must demonstrate ethical conduct and always maintain confidentiality.
  • 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.

Qualifications

  • Bachelor's degree required.

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