Personal Financial Counselor, Sacramento, Ca

MagellanHealth

Sacramento, CA, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conducting financial education workshops
Virtual and electronic communication skills
This position provides personal financial counseling and education to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling and education to military service members and their families at assigned military installations.
  • The role involves conducting workshops, briefings, and one-on-one counseling, as well as coordinating with military Points of Contact to ensure program effectiveness.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to a tobacco-free workplace.

Matching Summary

This position provides personal financial counseling and education to military service members and their families at assigned military installations.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, and voluntary perks

Skills & Requirements

Must-have

  • personal financial counseling services
  • conducting financial education workshops
  • virtual and electronic communication skills
  • coordination with military installation contacts
  • management of duty to warn situations

Nice-to-have

  • quality improvement participation
  • experience with military lifecycle financial topics
  • public speaking and briefing skills

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 security investigation clearance
  • Bilingual English and Spanish if required by contract

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter