Personal Financial Counselor, Camp Pendleton

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500Function: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Public speaking","Counseling","Program coordination","Supervision participation"]

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, and referrals, and develop spending plans for extended absences. Coordinate and facilitate financial management classes and respond to age-appropriate requests. Work with installation and military POCs to ensure the program meets installation needs, using virtual and secure electronic counseling when authorized.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor, Camp Pendleton

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Last checked: 2 days agoStatus: Live

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations. Deliver one-on-one counseling, consultations, briefings, and referrals, and develop spending plans for extended absences. Coordinate and facilitate financial management classes and respond to age-appropriate requests. Work with installation and military POCs to ensure the program meets installation needs, using virtual and secure electronic counseling when authorized.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial services to service members and their families at military installations, including one-on-one counseling, consultations, briefings/presentations, and referrals.
  • •Coordinate with installation and military branch points of contact to keep the program within scope and aligned to installation needs.
  • •Assist service members in establishing spending plans for extended absences.
  • •Develop and provide informational financial materials and deliver a variety of personal financial management classes/workshops across the military lifecycle.
  • •Manage duty to warn situations per DoD protocol and participate in supervision, in-services/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 associate degree plus 4 years or high school diploma plus 6 years in lieu of 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: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsFinancial counseling
Education:Bachelor's
Skills:CommunicationPublic speakingCounselingProgram coordinationSupervision 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 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