Virtual PFC support may only be authorized by OSD FINRED Program office. * Manages duty to warn ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
Virtual PFC support may only be authorized by OSD FINRED Program office. * Manages duty to warn ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
Personal Financial Counselor, Assignment Ready Counselor Oregon
Portland, OR · On-site
$58K - $93K/yr
Virtual PFC support may only be authorized by OSD FINRED Program office. * Manages duty to warn ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
Personal Financial Counselor, Assignment Ready Counselor Oregon
Portland, OR · On-site
$58K - $93K/yr
Virtual PFC support may only be authorized by OSD FINRED Program office. * Manages duty to warn ... Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial ...
Wealth Management Associate - OR, Portland (5133)
Portland, OR · On-site +1
$250 - $1.0K/wk
... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Wealth Management Associate - OR, Portland (5133)
Portland, OR · On-site +1
$250 - $1.0K/wk
... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Wealth Management Associate - NJ, Secaucus (3982)
OR · On-site +1
$250 - $1.0K/wk
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Wealth Management Associate - NJ, Secaucus (3982)
OR · On-site +1
$250 - $1.0K/wk
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Entry Level - Wealth Manager - NJ, Secaucus (5190)
OR · On-site +1
$250 - $1.0K/wk
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Entry Level - Wealth Manager - NJ, Secaucus (5190)
OR · On-site +1
$250 - $1.0K/wk
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Financial Professional - NJ, Secaucus (5247)
OR · On-site +1
$250 - $1.0K/wk
... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Financial Professional - NJ, Secaucus (5247)
OR · On-site +1
$250 - $1.0K/wk
... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Wealth Management Associate - NJ, Secaucus (5013)
OR · On-site +1
$250 - $1.0K/wk
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Wealth Management Associate - NJ, Secaucus (5013)
OR · On-site +1
$250 - $1.0K/wk
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Wealth Management Associate - NJ, Secaucus (3831)
OR · On-site +1
$250 - $1.0K/wk
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Wealth Management Associate - NJ, Secaucus (3831)
OR · On-site +1
$250 - $1.0K/wk
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Entry Level - Wealth Manager - NJ, Secaucus (3257)
OR · On-site +1
$250 - $1.0K/wk
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Entry Level - Wealth Manager - NJ, Secaucus (3257)
OR · On-site +1
$250 - $1.0K/wk
Virtual University : access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Entry Level - Financial Advisor - NJ, Secaucus (3857)
OR · On-site +1
$250 - $1.0K/wk
... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Entry Level - Financial Advisor - NJ, Secaucus (3857)
OR · On-site +1
$250 - $1.0K/wk
... Virtual University: access to Equitable Advisors' Virtual University for continuous learning ... CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ...
Deliver compelling presentations to agents, management teams, and clients in both virtual and in ... Industry designations such as CFP, CLU, or ChFC highly desirable * Life insurance license and FINRA ...
Deliver compelling presentations to agents, management teams, and clients in both virtual and in ... Industry designations such as CFP, CLU, or ChFC highly desirable * Life insurance license and FINRA ...
Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Experience working in a virtual and/or global environment * Passion for leveraging technology ...
Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Experience working in a virtual and/or global environment * Passion for leveraging technology ...
Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Experience working in a virtual and/or global environment * Passion for leveraging technology ...
Certified Financial Planner (CFP) Preferred * Advanced degree such as Masters of Tax, JD, and/or LLM * Experience working in a virtual and/or global environment * Passion for leveraging technology ...
Virtual Cfp information
What are some common challenges faced by Virtual CFPs when working remotely with clients?
What is the difference between Virtual Cfp vs Virtual Financial Advisor?
| Aspect | Virtual Cfp | Virtual Financial Advisor |
|---|---|---|
| Certifications | Certified Financial Planner (CFP) | Typically holds CFP or similar certifications |
| Work Environment | Remote, online client meetings, financial planning software | Remote or hybrid, client meetings, investment management |
| Industry Usage | Financial planning, comprehensive wealth management | Investment advice, portfolio management, financial planning |
| Common Search Intent | Financial planning, certification, remote CFP jobs | Investment advice, financial advising, remote financial services |
Both Virtual CFPs and Virtual Financial Advisors work remotely and often hold similar certifications like the CFP. However, Virtual CFPs primarily focus on comprehensive financial planning, while Virtual Financial Advisors may also handle investment management and portfolio strategies. The roles overlap in client interaction and industry usage, but the Virtual CFP role emphasizes holistic financial planning with certification requirements.
What is a Virtual CFP?
What are the key skills and qualifications needed to thrive as a Virtual CFP (Certified Financial Planner), and why are they important?

$58K - $93K/yr
Full-time
Medical, Life
Re-posted 9 days ago
Magellan Health rating
8.2
Based on 27 frontline employees who took The Breakroom Quiz
Job description
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Provides personal financial counseling and management services directly to service members and their families.
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Assists service members in establishing a spending plan for extended absences.
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Develops and makes available informational financial materials to service members and families.
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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.
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Responds to requests for age-appropriate classes or seminars.
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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.
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Manages duty to warn situations according to Department of Defense (DoD) protocol.
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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.
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Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
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All other duties as assigned.
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 OregonGrade
24Work Experience - Required
Financial CounselingWork Experience - Preferred
Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor'sEducation - 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 - OtherOtherOtherLicense and Certifications - Preferred
Salary Range
Salary Minimum:
$58,440Salary 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.
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