[Remote] Personal Financial Counselor Trainee , PFC

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a Personal Financial Counselor Trainee to help members reputed company their financial goals. This role involves training in personal financial counseling while providing education and assistance to service members and their families.

Responsibilities

• Receives training in personal financial counseling services and duties while working towards earning the required certification as a Personal Financial Counselor (PFC). Responsible for providing education, information and assistance to members, providers and other reputed company customers
• Learns how to reputed company personal financial counseling and management services for service members and their families
• Learns how to assist service members in establishing a spending plan for extended absences
• Learns how to coordinate, publicize and reputed company a wide variety of Personal Financial Management classes and 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)
• Learns how 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
• Learns how to manage duty-to-warn situations according to reputed company (DoD) protocol
• Communicates with leadership and participates in regular individual and group supervision
• Participates in regular in-services and training classes, quality improvement committees or other contract activities as assigned and/or appropriate
• reputed company other duties as assigned

Skills

• 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 reputed company fluent English
• Must be reputed company to reputed company and reputed company presentations in reputed company of small or large groups
• If required by the contract, must be bilingual in English and Spanish
• Be reputed company 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 reputed company 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

Benefits

• This position may be eligible for short-term incentives as well as a comprehensive benefits package.
• Magellan offers a broad reputed company of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Company Overview