Personal Financial Counselor, Pfc, Bakersfield, Ca

MagellanHealth

Bakersfield, CA, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conducting financial education workshops
Virtual and electronic counseling communication
This position provides personal financial counseling and education to military service members and their families at military installations, including one-on-one counseling, briefings, and workshops

Job Summary

  • This position provides personal financial counseling and education to military service members and their families at military installations, including one-on-one counseling, briefings, and workshops.
  • The role requires close coordination with military Points of Contact to ensure the program meets installation needs and includes virtual counseling capabilities authorized by the OSD FINRED Program office.
  • MagellanHealth 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 and education to military service members and their families at military installations, including one-on-one counseling, briefings, and workshops.

Salary

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

Skills & Requirements

Must-have

  • Personal financial counseling services
  • Conducting financial education workshops
  • Virtual and electronic counseling communication
  • Coordination with military installation Points of Contact
  • Management of duty to warn situations

Nice-to-have

  • Ability to develop informational financial materials
  • Participation in quality improvement committees
  • Experience with military lifecycle financial topics

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Fluent English, bilingual English/Spanish if required
  • 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 process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter