Personal Financial Counselor -Miramar USMC

Magellan Health Services
San Diego
Workplace: OnsiteFull timeUSD 64,285 - 102,855 annuallyFunction: Legal, Risk & ComplianceExperience: 5+ yearsEducation: bachelorsSkills: ["Financial counseling","Communication","Leadership collaboration","Supervision","Training participation"]

Provide personal financial counseling and management services to military service members and their families at assigned installations, including one-on-one sessions, briefings, workshops, and referrals. Coordinate with installation and military points of contact to ensure the program stays within scope and meets installation needs. Support planning for extended absences, develop and deliver financial education materials, manage duty-to-warn situations, and communicate trends and issues through supervision and training activities.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor -Miramar USMC

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 15 days agoStatus: Live
Reposted: similar role first listed 8 months ago

Job Summary

Provide personal financial counseling and management services to military service members and their families at assigned installations, including one-on-one sessions, briefings, workshops, and referrals. Coordinate with installation and military points of contact to ensure the program stays within scope and meets installation needs. Support planning for extended absences, develop and deliver financial education materials, manage duty-to-warn situations, and communicate trends and issues through supervision and training activities.
Location: San Diego
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide the full breadth of personal financial counseling services to service members and families at military installations.
  • •Assist service members in establishing a spending plan for extended absences.
  • •Develop, provide, and coordinate informational financial materials, classes, and workshops across the military lifecycle.
  • •Support virtual counseling using secure electronic communication modes when authorized.
  • •Manage duty to warn situations per DoD protocol and communicate trends/issues through supervision and training activities.

Pay and Benefits

Salary: USD 64,285 - 102,855 annually

Key Requirements

  • •Bachelor's degree required (associate plus 4 years or high school plus 6 years may be considered in lieu).
  • •5+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •If required by the contract, be bilingual in English and Spanish.
  • •Obtain a favorably adjudicated Tier 2 investigation; must have one of: AFC, CFP, or ChFC.
Experience:5+ years
Education:Bachelor's
Skills:Financial counselingCommunicationLeadership collaborationSupervisionTraining participation
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Virtual counselingSecure online chatVideo-based communicationsVideo teleconference

Eligibility

Nationality:US National
Security Clearance:Tier 2

Company Brief

Magellan Health Services
Provides managed behavioral health, specialty healthcare, pharmacy management, and population health services to health plans, employers, and government agencies, focusing on improving outcomes and reducing costs through integrated care solutions.
Industry: HealthTech
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Funding: IPO / Publicly Listed
Headquarters: Scottsdale, United States
Founded: 1969
WebsiteLinkedIn