Personal Financial Counselor, Edwards AFB, CA

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

Job summary

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services at military installations in California. Responsibilities include one-on-one counseling, developing informative materials, and delivering financial management workshops.

The ideal candidate holds a Bachelor’s degree and has over 3 years of financial counseling experience. A valid driver's license and relevant certifications like AFC, CFP, or ChFC are preferred. The salary range is $58,440 to $93,500, based on experience.

Qualifications

• Bachelor’s degree required; relevant experience may substitute.
• 3+ years of financial counseling experience.
• Must obtain a Tier 2 security clearance.

Responsibilities

• Provide personal financial counseling at military installations.
• Develop and deliver Personal Financial Management classes.
• Assist service members with financial planning.

Skills

Financial counseling

Communication skills

Bilingual English/Spanish

Education

Bachelor’s degree

Associate degree with 4 years’ experience

High school diploma with 6 years’ experience

Job description

Job Title

Personal Financial Counselor, Edwards AFB, CA (Grade 24)

Job Duties

• Provide personal financial counseling services at assigned military installations, including one‑on‑one counseling, briefings and presentations, and referral to external resources.
• Collaborate with installation and military branch points of contact to ensure program scope meets local needs.
• Assist service members with spending plans for extended absences and develop informational financial materials for families.
• Coordinate, publicize, and deliver a variety of Personal Financial Management classes and workshops covering the military lifecycle (e.g., arrival at first duty station, deployment, and personal career events).
• Respond to requests for age‑appropriate classes or seminars.
• Utilize virtual counseling and electronic communication modes (web‑based, secure chat, video conference) as authorized by the OSD FINRED Program office.
• Manage duty‑to‑warn situations in accordance with Department of Defense protocol and report trends or issues to leadership during regular supervision sessions.
• Participate in regular in‑services, training, quality‑improvement committees, and other contract activities as assigned.
• Perform any other duties assigned that align with the intent of this position.

Qualifications

• Education: Bachelor’s degree required; associate degree with 4 years’ experience, or high school diploma with 6 years’ experience may be considered.
• Experience: 3+ years of financial counseling experience.
• Citizenship: Must be a U.S. citizen and speak fluent English; bilingual English/Spanish may be required by contract.
• Security: Must obtain a favorably adjudicated Tier 2 investigation and pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Certifications: Must hold one of the following credentials—Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Driver’s license: Valid driver’s license preferred.

Compensation

Salary Range: Minimum $58,440 – Maximum $93,500 (base salary). Short‑term incentives and a comprehensive benefits package may also apply.

Equal Employment Opportunity

Magellan is a proud Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled. We commit to providing employment opportunities to all employees and applicants without regard to race, color, creed, religion, sex, gender identity, sexual orientation, marital status, age, national origin, ancestry, citizenship, disability, or veteran status. All applicants must comply with applicable security responsibilities and legal requirements.