Personal Financial Counselor- Arng San Diego Ca

Magellan Health

San Diego, CA, US
Base: $58,440 - $93,500; bonus/equity: short-term ...
One-on-one financial counseling sessions
Conducting financial briefings and presentations
Developing spending plans for service members
This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations

Job Summary

  • This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations.
  • The role requires developing educational materials and coordinating workshops covering topics such as pre- and post-deployment financial management.
  • Magellan Health offers a competitive salary range, short-term incentives, and a comprehensive benefits package including health and life insurance.

Matching Summary

This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Short-term incentives eligible; Benefits: Comprehensive health, life, and voluntary perks

Skills & Requirements

Must-have

  • One-on-one financial counseling sessions
  • Conducting financial briefings and presentations
  • Developing spending plans for service members
  • Utilizing secure virtual communication tools
  • Managing duty to warn situations per DoD protocol

Nice-to-have

  • Experience with military lifecycle events
  • Bilingual English and Spanish skills
  • Collaboration with installation Points of Contact
  • Participation in quality improvement committees

Key Requirements

  • Bachelor's degree or equivalent experience combination
  • 3+ years of financial counseling experience
  • Valid AFC, CFP, or ChFC certification
  • U.S. citizenship required
  • Favorably adjudicated Tier 2 investigation clearance

Work Rights

Must be a U.S. citizen

Tailored Resume

Cover Letter