Top 35 Financial planner Jobs in Waco Tx

Personal Financial Counselor, Assignment Ready Counselor, PFC Texas
Magellan Health —Robinson, TX
- $58,440 - $93,500 a year
- Part-time
- Spanish
- English
- Mid-level
Financial Advisor | No Prospecting | $100K-$300K+ | Appointments Provided
United Placement Group —Waco, TX
- $100,000 - $350,000 a year
- Full-time
- Hybrid work
- Mid-level
- Travel
Quick Apply
9d
Financial Services Representative - State Farm Agent Team Member
Traci Plemons - State Farm Agent —Waco, TX
- $55,000 - $125,000 a year
- Full-time
- Mid-level
- 3 years
- Analysis skills
- Paid time off
- Flexible schedule
Quick Apply
Financial Professional/Advisor (Bilingual Vietnamese)
New York Life —Waco, TX
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Fast-Track to Management (Bilingual Vietnamese)
New York Life —Waco, TX
- $60,000 a year
- Full-time
- Mid-level
- Recruiting
- 1 year
- AD&D insurance
- Disability insurance
Quick Apply
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
14d

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Financial Advisor | No Prospecting | $100K-$300K+ | Appointments Provided
United Placement Group —Waco, TX
Active Health & Life license (required). Willing to travel within your state. Full back-office support — case design, applications, follow-up handled for you.
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9d

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Personal Financial Counselor, Assignment Ready Counselor, PFC Texas

Magellan Health -
Robinson, TX

Apply Now

Job Details

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

Qualifications

Spanish
English
Compliance with security regulations
Driver's License
Video conferences (communication methods)

Full Job Description

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.

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, Assignment Ready Counselor, PFC Texas

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

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financial planner jobs in waco tx

Personal Financial Counselor, Assignment Ready Counselor, PFC Texas

Financial Advisor | No Prospecting | $100K-$300K+ | Appointments Provided

Financial Services Representative - State Farm Agent Team Member

Financial Professional/Advisor (Bilingual Vietnamese)

Fast-Track to Management (Bilingual Vietnamese)

Regional Vice President of Sales (Northeast)

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