Military Personal Financial Counselor

Magellan Health; San Diego (CA); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Health in San Diego seeks a Personal Financial Counselor to deliver one-on-one counseling and group sessions to service members and their families at military installations. The role includes creating educational materials, conducting workshops, and coordinating with DoD and installation POCs to ensure the program stays within scope.

Requirements include a Bachelor's degree or equivalent combination, 3+ years in financial counseling, U.S.

Qualifications

• 3+ years of financial counseling experience.
• Bachelor's degree required; alternative combinations may be considered.
• U.S. citizen and fluent in English; bilingual in English/Spanish may be required.
• AFC, CFP or ChFC certification preferred.
• Must be able to obtain a favorable Tier 2 investigation.

Responsibilities

• Provide personal financial counseling to service members and families at military installations.
• Develop and deliver financial education materials and workshops.
• Coordinate and publicize Personal Financial Management classes and seminars.
• Utilize virtual counseling and secure communication tools as needed.
• Coordinate with DoD programs and meet installation needs.

Skills

Financial counseling

Bilingual English & Spanish

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health in San Diego seeks a Personal Financial Counselor to deliver one-on-one counseling and group sessions to service members and their families at military installations. The role includes creating educational materials, conducting workshops, and coordinating with DoD and installation POCs to ensure the program stays within scope.

Requirements include a Bachelor's degree or equivalent combination, 3+ years in financial counseling, U.S.