Personal Financial Counselor; El Segundo, CA

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

Serve as a personal financial counselor at military installations, delivering one-on-one coaching, group seminars, and educational materials to service members and their families. Help create spending plans for extended absences, coordinate DoD-aligned financial management classes, and provide resources across deployments, including virtual counseling, to improve financial readiness and resilience.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor; El Segundo, CA

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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

Serve as a personal financial counselor at military installations, delivering one-on-one coaching, group seminars, and educational materials to service members and their families. Help create spending plans for extended absences, coordinate DoD-aligned financial management classes, and provide resources across deployments, including virtual counseling, to improve financial readiness and resilience.
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 directly to service members and their families.
  • •Assist service members in establishing a spending plan for extended absences.
  • •Develop and distribute informational financial materials to service members and families.
  • •Coordinate, publicize and deliver Personal Financial Management classes/workshops across the military lifecycle.
  • •Utilize virtual counseling and other electronic modes of communication for PFC services and programs as needed.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required (or combination of education and experience considered)
  • •3+ years of financial counseling experience
  • •Must be a U.S. citizen and fluent in English; bilingual in English and Spanish may be required by contract
  • •Must have AFC, CFP, or ChFC certification (or be willing to obtain)
  • •Ability to obtain a favorable DoD security clearance and pass OCI disclosures
Experience:3+ yearsFinancial counselingMilitary
Education:Bachelor's
Skills:CommunicationPresentationCounselingEmpathyPublic speaking
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish

Eligibility

Nationality:US National

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