Personal Financial Counselor, Fresno, Ca

MagellanHealth

Fresno, CA, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Military installation financial education
Virtual counseling and electronic communication
This position provides personal financial counseling services to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling services to military service members and their families at assigned military installations.
  • The role includes conducting workshops, one-on-one counseling, and virtual financial counseling using secure electronic communication methods.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to a tobacco-free workplace.

Matching Summary

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

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, and voluntary benefits

Skills & Requirements

Must-have

  • Personal financial counseling services
  • Military installation financial education
  • Virtual counseling and electronic communication
  • Financial management workshops and classes
  • Coordination with military Points of Contact
  • Duty to warn management

Nice-to-have

  • Ability to conduct briefings and presentations
  • Quality improvement and training participation
  • Responding to age-appropriate financial education requests

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Bilingual English and Spanish if required by contract
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass Organizational Conflicts of Interest (OCI) process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter