Personal Financial Counselor; Usnr San Diego

Magellan Health

San Diego, CA, US
Base: $58,440 - $93,500; bonus/equity: short-term ...
One-on-one financial counseling sessions
Conducting financial briefings and presentations
Developing spending plans for extended absences
This position provides personal financial services including one-on-one counseling, consultations, and briefings to military service members and their families

Job Summary

  • This position provides personal financial services including one-on-one counseling, consultations, and briefings to military service members and their families.
  • The role requires coordinating and publicizing a wide variety of Personal Financial Management classes covering topics across the military lifecycle.
  • Magellan Health offers a comprehensive benefits package and short-term incentives alongside a base salary ranging from $58,440 to $93,500.

Matching Summary

This position provides personal financial services including one-on-one counseling, consultations, and briefings to military service members and their families.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Short-term incentives eligible; Benefits: Comprehensive health, life, and voluntary perks

Skills & Requirements

Must-have

  • One-on-one financial counseling sessions
  • Conducting financial briefings and presentations
  • Developing spending plans for extended absences
  • Utilizing virtual counseling and secure video communications
  • Managing duty to warn situations per DoD protocol

Nice-to-have

  • Bilingual in English and Spanish
  • Experience with military lifecycle events
  • Participation in quality improvement committees

Key Requirements

  • Bachelor's degree or equivalent experience combination
  • 3+ years of financial counseling experience
  • Valid AFC, CFP, or ChFC certification
  • U.S. citizenship required
  • Favorably adjudicated Tier 2 investigation clearance

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter