Talent.com
Personal Financial Counselor; Nashville, TN
Personal Financial Counselor; Nashville, TNMagellan Health • Nashville, TN, US
Personal Financial Counselor; Nashville, TN

Personal Financial Counselor; Nashville, TN

Magellan Health • Nashville, TN, US
30+ days ago
Job type
  • Full-time
Job description

Personal Financial Counselor; Nashville, TN

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.

Responsibilities include :

  • 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.

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).

Salary Minimum : $53,125

Salary Maximum : $84,995

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.

Create a job alert for this search

Financial Counselor • Nashville, TN, US

Related jobs
Personal Lines Insurance Agent

Personal Lines Insurance Agent

Zander Insurance Agency • Nashville, TN, US
Full-time
Elevate Your Career with Zander.At Zander, we believe top talent deserves top pay.We offer industry-leading compensation packages and a supportive, dynamic work environment designed to help you suc...Show more
Last updated: 3 days ago • Promoted
Relationship Banker

Relationship Banker

Old National Bank • Brentwood, TN, United States
Full-time
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show more
Last updated: 30+ days ago • Promoted
Financial Counselor

Financial Counselor

Tennessee Orthopaedic Alliance • Nashville, TN, United States
Full-time
Tennessee Orthopaedic Alliance is the largest orthopaedic surgery group in Tennessee.TOA concentrates on the diagnosis and treatment of disorders and injuries of the musculoskeletal system which al...Show more
Last updated: 1 day ago • Promoted
Financial Advisor

Financial Advisor

Edward Jones • Spring Hill, TN, US
Full-time
This job posting is anticipated to remain open for 30 days, from 17-Oct-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show more
Last updated: 8 hours ago • Promoted • New!
Mortgage Banker

Mortgage Banker

Renasant Bank • Franklin, TN, United States
Full-time
US-AL-Birmingham | US-GA-Atlanta | US-FL-Jacksonville | US-TN-Franklin | US-TN-Memphis | US-SC-Charleston | US-GA-Savannah. The Mortgage Banker will be responsible for establishing and maintaining r...Show more
Last updated: 30+ days ago • Promoted
Universal Banker- Float

Universal Banker- Float

First Horizon Bank • Lebanon, TN, United States
Full-time
On site at location listed in job posting.Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environ...Show more
Last updated: 1 day ago • Promoted
Wisconsin Licensed Financial Representative

Wisconsin Licensed Financial Representative

VirtualVocations • Nashville, Tennessee, United States
Full-time
A company is looking for a Member Financial Representative to engage with members and provide financial solutions.Key Responsibilities Engage members in financial review conversations and provide...Show more
Last updated: 12 hours ago • Promoted • New!
Insurance Sales Agent - Tennessee

Insurance Sales Agent - Tennessee

The Auto Club Group • Murfreesboro, TN, United States
Full-time
It's a great time to join AAA The Auto Club Group!.JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD.Looking to take your sales career to the next level?. Join America's most trusted brand with...Show more
Last updated: 30+ days ago • Promoted
Service Champion - Closing - Urgently Hiring

Service Champion - Closing - Urgently Hiring

Taco Bell - Spring Hill • Spring Hill, TN, US
Full-time
Learn More About the MRCO Family at https : / / www.Competitive Pay, Optional Daily Pay, Flexible Scheduling, Paid Time Off, Free Meal During Shift, and Career Path Opportunities! The T...Show more
Last updated: 9 hours ago • Promoted • New!
Accounts Receivable Specialist

Accounts Receivable Specialist

Creative Financial Staffing • Christiana, TN, US
Full-time
Accounts Receivable Specialist.Temporary to Hire | Rutherford County | 7 : 00am - 4 : 00pm.Salary Range : $49,000 - $54,000. We're looking for a detail-oriented.Accounts Receivable professional.Make prof...Show more
Last updated: 30+ days ago • Promoted
Market Relationship Banker

Market Relationship Banker

Old National Bank • Hendersonville, TN, United States
Full-time
Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show more
Last updated: 30+ days ago • Promoted
Credit Analyst

Credit Analyst

Sunbelt Rentals, Inc. • TN, US
Full-time
Join Our Team! Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry.From pumps to scaffolding to general construction tools, we aim to be the only call needed ...Show more
Last updated: 30+ days ago • Promoted
Seasonal Tax Professional

Seasonal Tax Professional

VirtualVocations • Murfreesboro, Tennessee, United States
Full-time
A company is looking for an Experienced Tax Professional - Remote.Key Responsibilities Conduct tax interviews with clients and support online tax clients through virtual tools Generate business ...Show more
Last updated: 30+ days ago • Promoted
Personal Banker

Personal Banker

Renasant Bank • Hermitage, TN, United States
Full-time
Personal Bankers are intentional about delivering a consistent best in class customer experience.A Personal Banker is a customer service and proactive sales focused position tasked with engaging ex...Show more
Last updated: 27 days ago • Promoted
Enterprise Account Executive, Central Area

Enterprise Account Executive, Central Area

MCKESSON • TN, United States
Full-time
McKesson is an impact-driven, Fortune 10 company that touches virtually every aspect of healthcare.We are known for delivering insights, products, and services that make quality care more accessibl...Show more
Last updated: 12 days ago • Promoted
Personal Banker -Hendersonville, TN

Personal Banker -Hendersonville, TN

Firefighters First Credit Union • Hendersonville, TN, United States
Full-time
Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935.We have built trusting relationships within the fire family as the nation's largest exclusive f...Show more
Last updated: 1 day ago • Promoted
Idaho Licensed Mortgage Loan Officer

Idaho Licensed Mortgage Loan Officer

VirtualVocations • Murfreesboro, Tennessee, United States
Full-time
A company is looking for an External Mortgage Loan Officer to work remotely and build relationships with clients.Key Responsibilities Generate and cultivate a pipeline of mortgage loan opportunit...Show more
Last updated: 4 days ago • Promoted
Personal Banker

Personal Banker

Renasant • Franklin, TN, United States
Full-time
Personal Bankers are intentional about delivering a consistent best in class customer experience.A Personal Banker is a customer service and proactive sales focused position tasked with engaging ex...Show more
Last updated: 1 day ago • Promoted