Personal Financial Counselor; Usnr San Diego

MagellanHealth

San Diego, CA, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conducting financial education workshops
Virtual and electronic communication skills
This position provides comprehensive personal financial counseling and education to military service members and their families at assigned military installations

Job Summary

  • This position provides comprehensive personal financial counseling and education to military service members and their families at assigned military installations.
  • The role involves coordinating and delivering financial management classes and workshops tailored to various military lifecycle events and utilizing virtual counseling methods.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to a tobacco-free workplace.

Matching Summary

This position provides comprehensive personal financial counseling and education to military service members and their families at assigned 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
  • Conducting financial education workshops
  • Virtual and electronic communication skills
  • Collaboration with military installation POCs
  • Financial management for military lifecycle events

Nice-to-have

  • Quality improvement and training participation
  • Experience with duty to warn protocols
  • Providing referral resources
  • Responding to age-appropriate class requests

Key Requirements

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

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter