Personal Financial Counselor, Pfc- Presidio Of Monterey, Ca

MagellanHealth

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

Job Summary

  • This position provides personal financial counseling and education to military service members and their families at assigned military installations.
  • The counselor conducts one-on-one sessions, briefings, presentations, and coordinates a variety of financial management classes and workshops across the military lifecycle.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to a tobacco-free workplace.

Matching Summary

This position provides 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
  • Conduct financial education and workshops
  • Virtual and electronic communication skills
  • Coordinate with military installation points of contact
  • Manage duty to warn situations

Nice-to-have

  • Respond to age-appropriate financial class requests
  • Participate in quality improvement committees
  • Provide spending plan assistance for absences

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • 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 process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter