PART_TIME

FEED

OTHER

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. 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.

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.<ul><li>Provides personal financial counseling and management services directly to service members and their families. </li><li>Assists service members in establishing a spending plan for extended absences. </li><li>Develops and makes available informational financial materials to service members and families. </li><li>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. </li><li>Responds to requests for age-appropriate classes or seminars. </li><li>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. </li><li>Manages duty to warn situations according to Department of Defense (DoD) protocol. </li><li>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. </li><li>Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate. </li><li>All other duties as assigned. </li></ul>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 RequirementsResponsibilities 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 InformationTitle Personal Financial Counselor, Assignment Ready Counselor - Rhode IslandGrade 24Work Experience - Required Financial CounselingWork Experience - PreferredEducation - Required A Combination of Education and Work Experience May Be Considered., Bachelor'sEducation - PreferredLicense and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOtherLicense and Certifications - PreferredSalary RangeSalary Minimum: $58,440 Salary Maximum: $93,500This 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.

<img alt=" " height="1" src="https://ars2.equest.com/?response_id=a9d5ead022284ab55afe9d4e264ddcdf&view" width="1"/>

Magellan Health Services is a leading specialty health care management organization with expertise in managing behavioral health, radiology and specialty pharmaceuticals, as well as public sector pharmacy benefits programs. We deliver innovative solutions to make a positive impact on the cost and quality of health care, keeping the best interests of the people we serve at the center of our decision-making. The breadth of our offerings, depth of expertise, clinical excellence and smart, talented employees is what makes us unique. 

Magellan is the employer of choice for hard working people interested in making a difference in the health care industry and in the communities where we work and live. Our strong culture of caring is the common thread in both our business strategy and our work environment where we value professional growth and development, total health and wellness, rewards and recognition and employee unity. Magellan is a place where you can thrive. 

Magellan is proud to be a founding member of Hero Health Hire, a coalition of health care companies committed to recruiting, hiring and training veterans, wounded warriors and military spouses. We are also proud to be an Equal Opportunity Employer.

Magellan Health Services, Inc.

Personal Financial Counselor, Assignment Ready Counselor - Rhode Island

Adjudication

Certified Financial Planner (CFP)

Driver's License

English Language

Financial Management

Financial Planning

Financial Services

High School Diploma

Leadership

Military

Multilingual

Online Chat

Quality Management

Seminars

Spanish Language

Team Lead/Manager

United States Citizen

United States Department of Defense (DoD)

Video Chat

Videoconferencing

equestftpin

UNKNOWN

Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.

Thrivent Financial AdvisorMeaningful work. Rewarding career.Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity.At Thrivent, you'll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income you earn, as you'll be paid through commissions and incentives based on your success.Job DescriptionAs a Thrivent Financial advisor, you'll:<ul><li>Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith.</li><li>Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs.</li><li>Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.</li><li>Make client appointments by leveraging your network and Thrivent's reputation, delivering award-winning financial workshops and marketing your practice.</li><li>Have the flexibility to control your schedule, allowing for work-life balance.</li><li>Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so.</li><li>Get the support of specialists from every facet of the organization\u2014such as business development, marketing, technology, engagement, and experienced advisors\u2014as you build your business.</li></ul>Desired CharacteristicsOur culture and our people are special. We're looking for people who are \u2013 or want to become \u2013 part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're:<ul><li>Self-disciplined, independent and driven to succeed.</li><li>Motivated by helping others and seeing them achieve their goals.</li><li>A natural coach or guide with strong interpersonal skills.</li><li>Passionate about living a life of generosity by serving others, not just selling products.</li></ul>Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role.Requirements<ul><li>Bachelor's degree or equivalent experience. Military veterans are encouraged to apply.</li><li>Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting.</li><li>Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable.</li></ul>Compensation and BenefitsYou'll get all the benefits of a Fortune 500 organization and more. Here, you'll enjoy:<ul><li>Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify.</li><li>Medical, dental, vision, disability and accidental death and dismemberment insurance.</li><li>Pension, 401(k) and retiree medical plans.</li><li>Ongoing support, training and opportunity for professional growth as you build your business.</li><li>Well-being programs to help you manage your physical, emotional and financial health.</li><li>Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference.</li><li>Membership programs that help you connect with your clients and engage Christians to make a real impact in your community.</li></ul>About ThriventThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership-owned Fortune 500 company with $194 billion in assets under management/advisement (as of 12/31/24). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent's financial strength and claims-paying ability, but do not apply to investment product performance.Thrivent values diversity and inclusion, and we're committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants.To learn more about the privacy of your information, visit our workforce privacy policy at thrivent.com/privacy.Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA's Broker Check for more information about our financial advisors.Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.

Thrivent Financial for Lutherans

Financial Advisor - Providence, RI

Accidental Death and Dismemberment (AD&D)

Asset Management

Background Investigation

Banking Services

Business Development

Coaching

Compensation and Benefits

Field Sales

Fortune 500 Customers

Futures

Health Plan

Insurance

Interpersonal Skills

Investment Services

Licensing

Life Insurance

Marketing

Matching Gift Programs

Nonprofit

Onboarding

Product Programs

Securities

Securities Investments

Series 7

Team Player

First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.

Financial Advisor Careers at First CommandShaping Positive Financial Behaviors since 1958First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on the path to financial security.About Our Financial Advisors• 9 out of 10 of our Financial Advisors are veterans or military spouses.
• With 165 offices nationwide, many are located near military installations.First Command is committed to helping military families get their financial lives squared away. Are you seeking a financial advisor job or wondering how to become a Financial Advisor at First Command? As we continue to expand our Financial Advisor force, we are seeking leaders who have entrepreneurial mindsets and a desire for professional growth. Your experience matters.What Our Financial Advisors DoThey are the personal coach to our nations military families and are focused on a financial plan that is constantly evolving to meet short-term and long-term financial goals. They help military families manage day-to-day finances, build lifetime assets, and protect against the unexpected. They engage with the community to bring new clients to First Command with the support of the local district team and Home Office. They engage directly with the military community by partnering with local military organizations, military units, and other supporting institutions. They coach military families on how to build a comprehensive financial plan that includes:Savings
Banking
Investments
Wealth management
Insurance
Risk managementWhat We OfferWe have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career. We will sponsor your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.You will prepare and test for your SIE, S6, S63, and S65 licenses. Upon successful completion of the licensing phase, First Command may offer you the opportunity to join our paid training program with a local district office. As you begin this career, your First Command Financial Advisor salary will consist of an hourly wage for 3 months initially expected to be minimum wage in the state in which you are employed. After three months, you may transition to a salaried position that offers progressive incentives during the remainder of the nine-month paid training period.What to Expect After TrainingAt the conclusion of the paid trainee program, First Command may offer you the opportunity to become an independent contractor Financial Advisor with First Command through which you can control your career trajectory and be compensated based on your work and the results you achieve as an independent contractor. There is no cap on your earning potential. Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.The average compensation during the first year as an independent contractor Financial Advisor with First Command ranges in commissions and bonuses. We offer professional development, including progressive leadership programs through classroom training and annual workshops, to help prepare you for future leadership opportunities. Set your own schedule to manage work-life balance. Portable career opportunities throughout the United States allow your career to move with you.Desired QualificationsMilitary experience or affiliation
Bachelors degree
Proven leadership skillsLearn More About First CommandFirst Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers | First Command.Disclaimer2025 First Command Financial Services Inc. is the parent company of First Command Brokerage Services Inc. Member SIPCFINRA First Command Advisory Services Inc. First Command Insurance Services Inc. and First Command Bank. Securities products and brokerage services are provided by First Command Brokerage Services Inc., a broker-dealer. Financial planning and investment advisory services are provided by First Command Advisory Services Inc., an investment adviser. Insurance products and services are provided by First Command Insurance Services Inc. Banking products and services are provided by First Command Bank, Member FDIC.Investment and insurance products are not deposits, are not insured by the FDIC, and may lose value. A financial plan by itself cannot assure that retirement or other financial goals will be met.First Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site.In the United Kingdom, investment and insurance products and services are offered through First Command Europe Ltd. First Command Europe Ltd. is a wholly owned subsidiary of First Command Financial Services Inc. and is authorized and regulated by the Financial Conduct Authority. Certain products and services offered in the United States may not be available through First Command Europe Ltd.SIPC - Securities Investor Protection Corporation

Financial Planner Jobs in Charlestown, MA

Resume Resources

Similar Job Searches

Get noticed by top employers!

Financial Planner Jobs in Charlestown, MA

Personal Financial Counselor, Assignment Ready Counselor - Rhode Island Magellan Health Services, Inc.

Financial Advisor - Providence, RI Thrivent Financial for Lutherans

Financial Advisor First Command Financial Services, Inc.

Resume Resources

Similar Job Searches