Personal Financial Counselor, March ARB, CA

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

Provide personal financial counseling services to military service members and their families at assigned installations. Deliver one-on-one counseling, consultation, briefings, and referrals, and help individuals build spending plans for extended absences. Develop and distribute financial education materials and coordinate Personal Financial Management classes and workshops across the military lifecycle, including age-appropriate seminars and virtual counseling support. Partner with installation and service branch points of contact and report trends through supervision and training activities.

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Magellan Health Services
Magellan Health Services
1 month ago

Personal Financial Counselor, March ARB, CA

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Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours 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, consultation, briefings, and referrals, and help individuals build spending plans for extended absences. Develop and distribute financial education materials and coordinate Personal Financial Management classes and workshops across the military lifecycle, including age-appropriate seminars and virtual counseling support. Partner with installation and service branch points of contact and report trends through supervision and training activities.
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 spending plans for extended absences.
  • •Develop and provide informational financial materials and coordinate Personal Financial Management classes/workshops across the military lifecycle.
  • •Respond to requests for age-appropriate classes or seminars and deliver virtual counseling using web-based tools, secure online chat, and video-based secure communications.
  • •Manage duty to warn situations per DoD protocol and communicate with leadership through regular individual and group supervision; participate in training and quality improvement activities.

Pay and Benefits

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

Key Requirements

  • •Bachelor’s degree required (or associate degree plus 4 years’ experience, or high school diploma plus 6 years’ experience).
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English (may be required to be bilingual in English and Spanish).
  • •Be able to obtain a favorably adjudicated Tier 2 investigation and pass the OCI process.
  • •Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Experience:3+ yearsFinancial counseling
Education:Bachelor's
Skills:CommunicationSupervisionPublic speakingTraining delivery
Licenses:Driver License
Certifications:AFCCFPChFC
Languages:EnglishSpanish
Tech Stack:Secure online chatVideo 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