Top 15 Financial planner Jobs in Mansfield, Oh

Personal Financial Counselor; Mansfield, OH
Magellan Health —Mansfield, OH
- $58,440 - $93,500 a year
- Full-time
- Spanish
- English
- Mid-level
Wealth Management Advisor
Park National Bank —Bucyrus, OH
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Office
- Retirement plan
9d
Private Client Advisor
Key Investment Services, LLC —Mansfield, OH
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Financial Professional Healthcare RN/NP/RCP
Precision Financial —United States
- $76,683.85 - $92,350.44 a year
- Part-time
- Remote
- Background check
- RN License
- Mid-level
- Professional development assistance
- Flexible schedule
Quick Apply
3d
Financial Coach
Empower —United States
- $58,500 - $72,000 a year
- Remote
- Mid-level
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays

More jobs to discover

Find similar jobs that you might be interested in.

Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
Financial Planning & Investment Specialist (Wealth Management)
Comprehensive Wealth Partners (Ameriprise Financial Services, LLC) —Powell, OH
Minimum 2 years of experience in financial planning, wealth management, investment research, trading, or a related field.
$65,000 - $95,000 a year
Quick Apply
5d

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Consultant
TIAA —Columbus, OH
Communicates internally with cross-business partnerships to develop and implement TIAA products and services to support clients and company initiatives.
$72,700 - $95,500 a year
Associate Financial Advisor
Transcend Practice Management —Columbus, OH
Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office.
$110,000 - $130,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for financial planner in mansfield, oh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial planner jobs near mansfield, oh

Patient Accounts Representative jobs in Baton Rouge, LA

Patient Accounts Representative jobs in Jefferson City, MO

Patient Accounts Representative jobs in Springfield, IL

Patient Accounts Representative jobs in Plano, TX

Patient Services Representative jobs in Milwaukee, WI

Accounts Payable jobs in Fullerton, CA

Medical Sales Representative jobs in Miami, FL

Wealth Management Advisor jobs in Ashburn, VA

Wealth Management Intern jobs in New York, NY

Healthcare Management jobs in Salt Lake City, UT

Wealth Management Advisor jobs in Denver, CO

Health Information Management Remote jobs in Ohio

Wealth Management Advisor jobs in Newport Beach, CA

Wealth Management Advisor jobs in Greenwood Village, CO

Financial Coach jobs in Lowell, MA

Academic Success Coach jobs in Wisconsin

Financial Coach jobs in Ohio

Cheerleading Coach jobs in Nashville, TN

Financial Coach jobs in Frisco, TX

Financial Coach jobs in Greensboro, NC

Personal Financial Counselor; Mansfield, OH

Magellan Health -
Mansfield, OH

Apply Now

Job Details

Full-time
$58,440 - $93,500 a year

Qualifications

Spanish
English
Driver's License

Full Job Description

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

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.

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 Information

Title

Personal Financial Counselor; Mansfield, OH

Grade

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.

Apply Now

Refine Your Search

financial planner jobs in mansfield, oh

Personal Financial Counselor; Mansfield, OH

Wealth Management Advisor

Private Client Advisor

Relationship Manager – Private Wealth & Tax Solutions

Financial Professional Healthcare RN/NP/RCP

Financial Coach

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for financial planner in mansfield, oh

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected