Personal Financial Counselor, Edwards AFB, CA

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Public speaking","Customer counseling"]

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, presentations, and referrals, and develop informational financial materials. Coordinate and lead Personal Financial Management classes and workshops across the military lifecycle. Use virtual/secure online counseling tools as needed, participate in supervision and training, and support program scope by partnering with installation and military points of contact.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor, Edwards AFB, CA

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, briefings, presentations, and referrals, and develop informational financial materials. Coordinate and lead Personal Financial Management classes and workshops across the military lifecycle. Use virtual/secure online counseling tools as needed, participate in supervision and training, and support program scope by partnering with installation and military points of contact.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services to service members and their families.
  • •Assist with spending plans for extended absences.
  • •Develop and provide informational financial materials for service members and families.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Use virtual counseling/electronic communication modes when authorized; manage duty-to-warn situations and participate in supervision, training, and quality improvement activities.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually
Perks:Health InsuranceLife Insurance

Key Requirements

  • •Bachelor’s degree required (associate degree plus 4 years’ experience or high school diploma plus 6 years’ experience may be considered).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass OCI disclosures.
  • •Must have an AFC, CFP, or ChFC certification (and a driver’s license may be required).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationPublic speakingCustomer counseling
Licenses:Driver License
Certifications:AFCCFPChFC
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