Military Personal Finance Counselor

Magellan Health, Inc.; El Segundo (CA); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Comprehensive benefits package

Short-term incentives

Tobacco-free workplace

Job summary

Magellan Health, Inc. in El Segundo, CA, is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families on military installations.

Responsibilities include counseling, budgeting, education, and coordinating DoD-compliant classes. Requires 3+ years of experience, a relevant degree, US citizenship, and AFC/CFP/ChFC certification options. Bilingual English/Spanish may be requested by contract.

Qualifications

• Bachelor's degree required.
• 3+ years of financial counseling experience.
• U.S. citizen and fluent English required.
• Bilingual English/Spanish may be required by contract.
• One of AFC, CFP, or ChFC certifications required.
• Must pass DoD OCI and security requirements.

Responsibilities

• Provide personal financial counseling to service members and families.
• Develop spending plans for extended absences.
• Create and distribute financial educational materials.
• Coordinate and publicize PFM classes/workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling and secure communications as needed.
• Maintain compliance with DoD and DoD protocol.

Skills

Financial counseling

Fluent English

Spanish language skills

Education

Bachelor's degree

Associate degree +4 years experience

High school diploma +6 years experience

Job description

Magellan Health, Inc. in El Segundo, CA, is seeking a Personal Financial Counselor to provide comprehensive financial counseling to service members and their families on military installations.

Responsibilities include counseling, budgeting, education, and coordinating DoD-compliant classes. Requires 3+ years of experience, a relevant degree, US citizenship, and AFC/CFP/ChFC certification options. Bilingual English/Spanish may be requested by contract.