Personal Financial Counselor, Fresno, Ca

Magellan Health

Fresno, CA, USA
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military personnel and their families in Fresno, CA. The role involves offering education, one-on-one counseling, and workshops, with a focus on financial management tailored to the military lifestyle

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 assisting with spending plans, developing financial materials, coordinating classes on various financial topics, and responding to requests for age-appropriate seminars.
  • The role requires effective utilization of virtual counseling, management of duty to warn situations, communication with leadership, and participation in ongoing training and quality improvement activities.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military personnel and their families in Fresno, CA. The role involves offering education, one-on-one counseling, and workshops, with a focus on financial management tailored to the military lifestyle.

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 communication methods
  • Manage duty to warn situations
  • Communicate with leadership and POCs

Nice-to-have

  • Adapt to military lifecycle events
  • Develop informational financial materials
  • Participate in training and committees

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ 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
  • Pass Congressionally Mandated Disclosures (OCI)

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter