Personal Financial Counselor, Sacramento, Ca

Magellan Health

Sacramento, CA, USA
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide financial education and counseling
Conduct financial classes and workshops
Utilize virtual communication tools
Magellan Health is seeking a Personal Financial Counselor to provide financial services to military service members and their families in Sacramento, CA. The ideal candidate will possess financial counseling experience and relevant certifications, with responsibilities including one-on-one counseling, conducting workshops, and providing educational resources

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, consultation, conducting briefings, providing referral resources, and coordinating a wide variety of Personal Financial Management classes.
  • 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 to provide financial services to military service members and their families in Sacramento, CA. The ideal candidate will possess financial counseling experience and relevant certifications, with responsibilities including one-on-one counseling, conducting workshops, and providing educational resources.

Salary

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

Skills & Requirements

Must-have

  • Provide financial education and counseling
  • Conduct financial classes and workshops
  • Utilize virtual communication tools
  • Manage duty to warn situations

Nice-to-have

  • Coordinate with military points of contact
  • Develop informational financial materials
  • Participate in in-services and training

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)
  • Must be a U.S. citizen
  • Fluent English speaker

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter