Personal Financial Counselor; Moffett Federal Airfield, CA

Magellan Health Services
Mountain View
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Government & Public AdministrationExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Counseling"]

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, commander/provider consultations, briefings and referrals, and help develop spending plans for extended absences. Create and distribute financial education materials, coordinate personal financial management classes and workshops across key military milestones, and support virtual counseling when authorized. Work closely with installation and branch POCs, monitor trends/issues, and complete required training and compliance duties.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor; Moffett Federal Airfield, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 6 days 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, commander/provider consultations, briefings and referrals, and help develop spending plans for extended absences. Create and distribute financial education materials, coordinate personal financial management classes and workshops across key military milestones, and support virtual counseling when authorized. Work closely with installation and branch POCs, monitor trends/issues, and complete required training and compliance duties.
Location: Mountain View
Workplace: Onsite
Employment Type: Full time
Job Function: Government & Public Administration
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling services to military service members and their families at assigned installations.
  • •Conduct one-on-one counseling, consultations, briefings/presentations, and provide referral resources outside counseling sessions.
  • •Assist service members with establishing spending plans for extended absences and develop/make available informational financial materials.
  • •Coordinate, publicize, and deliver Personal Financial Management classes/workshops across military lifecycle topics, including virtual counseling when authorized.
  • •Partner with installation and military branch POCs, manage duty to warn situations, participate in supervision and training, and complete assigned contract 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 or high school diploma plus 6 years may be considered in lieu of a bachelor's).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •Must be able to obtain a favorably adjudicated Tier 2 investigation and complete the Congressionally Mandated Disclosures OCI process.
  • •Must have one of: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ years
Education:Bachelor's
Skills:CommunicationCounseling
Licenses:Driver License
Certifications:AFC - Accredited Financial CounselorCFP - Certified Financial PlannerChFC - Chartered Financial Consultant
Languages:EnglishSpanish
Tech Stack:Web-basedSecure online chatVideo-based communicationsSecure video 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