Personal Financial Counselor, Pfc- Presidio Of Monterey, Ca

Magellan Health

Monterey, California, United States
Base: $58,440 - $93,500; bonus/equity: short-term ...
Personal financial counseling experience
Military installation support duties
Virtual counseling and secure video tools
This position provides comprehensive personal financial counseling services directly to military service members and their families at assigned installations

Job Summary

  • This position provides comprehensive personal financial counseling services directly to military service members and their families at assigned installations.
  • The role involves conducting educational briefings, developing spending plans for extended absences, and coordinating various financial management workshops across the military lifecycle.
  • Magellan Health offers a comprehensive benefits package including health, life, and voluntary perks designed to enhance physical, mental, emotional, and financial wellbeing.

Matching Summary

This position provides comprehensive personal financial counseling services directly to military service members and their families at assigned installations.

Salary

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

Skills & Requirements

Must-have

  • Personal financial counseling experience
  • Military installation support duties
  • Virtual counseling and secure video tools

Nice-to-have

  • Bilingual English and Spanish skills
  • Experience with DoD protocols
  • Trend analysis for leadership reporting

Key Requirements

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

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter