Personal Financial Counselor- Arng San Diego Ca

Magellan Health

San Diego, California, US
$58,440; not specified; not specified py
On-site
Provide financial education and counseling
Conduct financial classes and workshops
Manage duty to warn situations
Provide personal financial counseling and management services directly to service members and their families

Job Summary

  • Provide personal financial counseling and management services directly to service members and their families.
  • Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops.
  • Manage duty to warn situations according to Department of Defense (DoD) protocol.

Matching Summary

Provide personal financial counseling and management services directly to service members and their families.

Salary

$58,440; Not specified; Not specified

Skills & Requirements

Must-have

  • Provide financial education and counseling
  • Conduct financial classes and workshops
  • Manage duty to warn situations
  • Communicate with leadership and POCs

Nice-to-have

  • Utilize virtual counseling methods
  • Participate in training and committees

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)
  • Must be a U.S. citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter