Personal Financial Counselor -miramar Usmc

Magellan Health

San Diego, CA, USA
$64,285; not specified; comprehensive benefits pyc...
On-site
Provide financial counseling to service members
Conduct financial classes and workshops
Manage duty to warn situations
This position will provide personal financial services at assigned military installations, offering education and counseling to military service members and their families

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to military service members and their families.
  • Responsibilities include assisting service members with spending plans, developing financial materials, coordinating and providing classes/workshops, and responding to requests for age-appropriate seminars.
  • The role requires effective utilization of virtual counseling methods, management of duty to warn situations, and communication with leadership regarding installation trends and issues.

Matching Summary

This position will provide personal financial services at assigned military installations, offering education and counseling to military service members and their families.

Salary

$64,285; Not specified; Comprehensive benefits package

Skills & Requirements

Must-have

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

Nice-to-have

  • Collaborate with installation leadership
  • Develop informational financial materials
  • Participate in quality improvement committees

Key Requirements

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

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter