Personal Financial Counselor, Sacramento, CA

Magellan Health Services
Sacramento
Full timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Financial counseling","Personal financial management","Budgeting","Workshop facilitation","Virtual counseling","Risk/compliance awareness"]

Provide personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one counseling, commander consultations, briefings, referrals, and facilitate financial management classes and workshops across the military lifecycle. Coordinate with installation and military branch POCs to ensure the program meets installation needs, manage duty-to-warn situations per DoD protocol, and communicate trends through individual and group supervision. Support virtual counseling when authorized.

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Magellan Health Services
Magellan Health Services
1 week ago

Personal Financial Counselor, Sacramento, CA

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide personal financial counseling and management services to military service members and their families at assigned installations. Deliver one-on-one counseling, commander consultations, briefings, referrals, and facilitate financial management classes and workshops across the military lifecycle. Coordinate with installation and military branch POCs to ensure the program meets installation needs, manage duty-to-warn situations per DoD protocol, and communicate trends through individual and group supervision. Support virtual counseling when authorized.
Location: Sacramento
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling services at assigned military installations to service members and their families.
  • •Deliver one-on-one counseling, commander/provider consultations, briefings/presentations, and referral resources outside counseling sessions.
  • •Assist with establishing spending plans for extended absences.
  • •Develop and provide informational financial materials and coordinate/publish Personal Financial Management classes/workshops across the military lifecycle.
  • •Use virtual counseling and electronic communication modes (web-based, secure chat, video teleconference) when authorized, and manage duty-to-warn situations per DoD protocol.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required; may accept an associate degree with 4 years of experience or a high school diploma with 6 years of experience in lieu of a bachelor's degree.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Obtain a favorably adjudicated Tier 2 investigation.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:Financial counselingPersonal financial managementBudgetingWorkshop facilitationVirtual counselingRisk/compliance awareness
Licenses:DL - Driver LicenseValid In State
Certifications:AFC - Accredited Financial CounselorCFP - Certified Financial PlannerChFC - Chartered Financial Consultant
Languages:EnglishSpanish

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