Military Financial Wellness Advisor

Magellan Health; Mountain View (CA); On-site; USD 58,440 - 93,500; Full time

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Job summary

Magellan Health is looking for a Personal Financial Counselor to provide financial counseling services to military service members and their families at military installations, including Moffett Federal Airfield, CA. Responsibilities encompass conducting briefings, developing financial education materials, and managing duty-to-warn situations as per DoD protocols.

The ideal candidate should have a Bachelor's degree and three years of financial counseling experience. Certifications like AFC, CFP, or ChFC are mandatory. This position offers a salary range of $58,440–$93,500 per year with potential for incentives.

Qualifications

• Bachelor's degree or equivalent experience in financial counseling.
• Minimum three years of financial counseling experience.
• U.S. citizenship and fluency in English required.

Responsibilities

• Provide personal financial counseling services at military installations.
• Conduct briefings and education on financial services.
• Develop financial educational materials for service members.

Skills

Financial counseling experience

Communication skills

Bilingual English and Spanish

Education

Bachelor’s degree

Associate degree plus four years of experience

High school diploma plus six years of experience

Tools

Financial planning certifications (AFC, CFP, ChFC)

Job description

Magellan Health is looking for a Personal Financial Counselor to provide financial counseling services to military service members and their families at military installations, including Moffett Federal Airfield, CA. Responsibilities encompass conducting briefings, developing financial education materials, and managing duty-to-warn situations as per DoD protocols.

The ideal candidate should have a Bachelor's degree and three years of financial counseling experience. Certifications like AFC, CFP, or ChFC are mandatory. This position offers a salary range of $58,440–$93,500 per year with potential for incentives.