Personal Financial Counselor, Assignment Ready Counselor, California

MagellanHealth

Multiple Locations, , US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Military service member support
Virtual counseling and electronic communication
This position provides short-term, surge, and on-demand personal financial counseling coverage for military service members and their families at military installations

Job Summary

  • This position provides short-term, surge, and on-demand personal financial counseling coverage for military service members and their families at military installations.
  • The counselor delivers education, one-on-one counseling, briefings, and workshops addressing financial management across the military lifecycle and utilizes virtual communication tools as authorized.
  • Magellan offers a comprehensive benefits package and is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.

Matching Summary

This position provides short-term, surge, and on-demand personal financial counseling coverage for military service members and their families at military installations.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, and voluntary perks

Skills & Requirements

Must-have

  • Personal financial counseling services
  • Military service member support
  • Virtual counseling and electronic communication
  • Financial education and workshop coordination
  • Duty to warn management
  • Collaboration with military installation POCs

Nice-to-have

  • Quality improvement participation
  • Regular supervision and leadership communication
  • Bilingual in English and Spanish

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Fluent English speaking
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass Organizational Conflicts of Interest (OCI) process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter