Military Personal Finance Counselor

Magellan Health; California; On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health seeks a Personal Financial Counselor at Travis AFB, CA to deliver comprehensive financial counseling services to service members and families on base. Duties include budgeting, education, and coordinating DoD-compliant programs, with virtual options where allowed.

Requirements include a Bachelor's degree or equivalent mix of education and work experience, 3+ years in financial counseling, U.S. citizenship, English fluency, and possible English/Spanish bilingual eligibility.

Qualifications

• Bachelor's degree is required.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent in English.
• May be bilingual in English and Spanish if required by contract.
• Must pass Tier 2 investigation and OCI disclosures.
• Must have AFC, CFP, or ChFC certification.

Responsibilities

• Provide personal financial counseling and management services to service members and their families.
• Assist budgeting for extended absences and develop financial materials and classes.
• Coordinate and publicize personal financial management workshops.
• Deliver counseling via in-person, web, chat, or video methods as approved.
• Ensure compliance with DoD and program requirements and report trends to leadership.
• Participate in supervision, training, and quality improvement activities.
• Perform other duties as assigned.

Skills

Financial counseling

English fluency

Bilingual (English/Spanish)

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health seeks a Personal Financial Counselor at Travis AFB, CA to deliver comprehensive financial counseling services to service members and families on base. Duties include budgeting, education, and coordinating DoD-compliant programs, with virtual options where allowed.

Requirements include a Bachelor's degree or equivalent mix of education and work experience, 3+ years in financial counseling, U.S. citizenship, English fluency, and possible English/Spanish bilingual eligibility.