Personal Financial Counselor, Edwards Afb, Ca

Magellan Health

Edwards AFB, CA, USA
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct briefings and presentations
Utilize virtual counseling modes
Magellan Health is seeking a Personal Financial Counselor to provide financial services to military personnel and their families at Edwards AFB, CA. The ideal candidate will have experience in financial counseling and relevant certifications, as well as the ability to engage effectively with diverse audiences

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, consultation, conducting briefings, providing referral resources, and developing financial materials.
  • The role requires effective utilization of virtual counseling modes and adherence to Department of Defense (DoD) protocol for duty to warn situations.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial services to military personnel and their families at Edwards AFB, CA. The ideal candidate will have experience in financial counseling and relevant certifications, as well as the ability to engage effectively with diverse audiences.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct briefings and presentations
  • Utilize virtual counseling modes
  • Manage duty to warn situations

Nice-to-have

  • Coordinate with installation POCs
  • Develop informational financial materials
  • Respond to age-appropriate class requests

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Must be a U.S. citizen
  • Ability to obtain a favorably adjudicated Tier 2 investigation

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter