Personal Financial Counselor; Usnr San Diego

Magellan Health

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

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 service members with spending plans, developing financial materials, 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

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

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

Nice-to-have

  • Coordinate with installation POCs
  • Develop informational financial materials

Key Requirements

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

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter