Personal Financial Counselor, Assignment Ready Counselor, California

Magellan Health Services
United States
Part timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation skills","Counseling","Stakeholder coordination"]

Provide personal financial counseling to military service members and their families at installations, including one-on-one sessions, consultations, briefings, workshops, and referral resources. Support short-term surge coverage and fill assignments when counselors are absent. Coordinate with installation and military points of contact to ensure program scope alignment, manage duty-to-warn situations, and deliver virtual counseling via secure online tools when authorized.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, Assignment Ready Counselor, California

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 3 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Provide personal financial counseling to military service members and their families at installations, including one-on-one sessions, consultations, briefings, workshops, and referral resources. Support short-term surge coverage and fill assignments when counselors are absent. Coordinate with installation and military points of contact to ensure program scope alignment, manage duty-to-warn situations, and deliver virtual counseling via secure online tools when authorized.
Location: United States
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services to service members and their families at military installations.
  • •Conduct one-on-one counseling, consultations, briefings and presentations, and provide referral resources to participants.
  • •Develop and distribute informational financial materials and assist in establishing spending plans for extended absences.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across military lifecycle topics.
  • •Work with installation and military branch points of contact to ensure program scope alignment; participate in supervision, training, and quality improvement activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor's degree required; may consider an associate degree plus 4 years' experience, or a high school diploma plus 6 years' experience in lieu of a bachelor's.
  • •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.
  • •Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationPresentation skillsCounselingStakeholder coordination
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo-based communicationsSecure video teleconferenceWeb based virtual counseling

Eligibility

Nationality:US National
Security Clearance:Tier 2 investigation

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