Personal Financial Counselor, Pfc, Bakersfield, Ca

Magellan Health

Bakersfield, CA, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual counseling methods
Magellan Health is seeking a Personal Financial Counselor in Bakersfield, CA, to provide financial counseling services to military members and their families. The role involves one-on-one counseling, conducting workshops, and developing financial education materials

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families.
  • Responsibilities include one-on-one counseling, commander consultations, conducting briefings, providing referral resources, and developing financial materials.
  • The role requires a Bachelor's degree or equivalent experience, 3+ years of financial counseling experience, and specific certifications like AFC, CFP, or ChFC.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor in Bakersfield, CA, to provide financial counseling services to military members and their families. The role involves one-on-one counseling, conducting workshops, and developing financial education materials.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial classes and workshops
  • Utilize virtual counseling methods
  • Manage duty to warn situations

Nice-to-have

  • Coordinate with installation POCs
  • Develop informational financial materials
  • Respond to age-appropriate class requests

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • U.S. citizen
  • Fluent English speaker
  • Ability to obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter