Personal Financial Counselor, Assignment Ready Counselor, California

Magellan Health

California, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct briefings and presentations
Manage duty to warn situations
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families in California. This position requires a minimum of three years of financial counseling experience and appropriate certifications, with responsibilities including one-on-one counseling, workshops, and managing duty-to-warn situations

Job Summary

  • This position will provide coverage in short-term, surge and on demand situations resulting from Military needs.
  • Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations.
  • The job may be eligible for short-term incentives as well as a comprehensive benefits package.

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 in California. This position requires a minimum of three years of financial counseling experience and appropriate certifications, with responsibilities including one-on-one counseling, workshops, and managing duty-to-warn situations.

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
  • Manage duty to warn situations
  • Utilize virtual counseling modes

Nice-to-have

  • Coordinate and publicize classes
  • Develop informational financial materials
  • Respond to age-appropriate class requests

Key Requirements

  • Bachelor's degree required
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
  • Must be a U.S. citizen
  • Fluent English speaker

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter