Personal Financial Counselor, Vandenberg Space Force Base, Ca

Magellan Health

Lompoc, CA, US
$58,440 - $93,500 py
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at Vandenberg Space Force Base, CA. The ideal candidate will have a bachelor's degree (or equivalent experience), at least three years of financial counseling experience, and relevant certifications such as AFC, CFP, or ChFC

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families.
  • Responsibilities include one-on-one counseling, conducting briefings, providing referral resources, and coordinating a wide variety of Personal Financial Management classes.
  • The role requires a Bachelor's degree or equivalent experience, 3+ years of financial counseling experience, and specific certifications like AFC, CFP, or ChFC.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families at Vandenberg Space Force Base, CA. The ideal candidate will have a bachelor's degree (or equivalent experience), at least three years of financial counseling experience, and relevant certifications such as AFC, CFP, or ChFC.

Salary

$58,440 - $93,500

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial classes and workshops
  • Utilize virtual communication methods
  • Manage duty to warn situations
  • Communicate with installation leadership

Nice-to-have

  • Assist service members with spending plans
  • Develop informational financial materials
  • Respond to age-appropriate class requests
  • Participate in in-services and training

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • U.S. citizen
  • Fluent English speaker
  • Tier 2 investigation

Work Rights

Must have U.S. citizenship

Tailored Resume

Cover Letter