Personal Financial Counselor, Vandenberg Space Force Base, CA

Magellan Health Services
United States
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Supervision","Information sharing"]

Provide personal financial counseling at assigned military installations, supporting service members and their families across the full range of counseling services. Deliver one-on-one counseling, consultations, briefings, workshops, and referrals, and develop spending plans for extended absences. Coordinate with installation and military points of contact to ensure program scope and needs are met, including virtual/secure communication when authorized, while participating in training, supervision, and quality activities.

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Magellan Health Services
Magellan Health Services
3 months ago

Personal Financial Counselor, Vandenberg Space Force Base, CA

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

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 at assigned military installations, supporting service members and their families across the full range of counseling services. Deliver one-on-one counseling, consultations, briefings, workshops, and referrals, and develop spending plans for extended absences. Coordinate with installation and military points of contact to ensure program scope and needs are met, including virtual/secure communication when authorized, while participating in training, supervision, and quality activities.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Deliver personal financial counseling services to service members and their families at assigned military installations.
  • •Provide one-on-one counseling, consultations, referrals, and briefings/presentations, including virtual counseling when authorized.
  • •Develop and assist with spending plans for extended absences.
  • •Develop and provide informational financial materials and coordinate personal financial management classes/workshops across the military lifecycle.
  • •Manage duty-to-warn situations per DoD protocol and participate in supervision, training, and quality improvement/contract activities as assigned.

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’ experience or high school diploma plus 6 years’ experience 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.
  • •If required by the contract, must be bilingual in English and Spanish.
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process.
Experience:3+ years
Education:Bachelor's
Skills:CommunicationSupervisionInformation sharing
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Web-basedSecure online chatVideo-based communicationsSecure video teleconference

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