Personal Financial Counselor, Vandenberg Space Force Base, CA

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

Benefits offered by this job

Short-term incentives

Comprehensive benefits package

Job summary

Magellan Health is seeking a Personal Financial Counselor for Vandenberg Space Force Base, CA, responsible for providing personal financial counseling services to military service members and their families. A Bachelor’s degree and financial counseling experience are required, along with specific financial certifications.

The role includes conducting workshops, individualized counseling, and developing tailored financial materials. The position offers a salary range of $58,440 – $93,500 annually, with potential incentives and benefits.

Qualifications

• Bachelor’s degree required; or equivalent experience.
• Minimum of 3 years of financial counseling experience.
• Must hold relevant financial planning certifications.

Responsibilities

• Provide personal financial counseling services to military members.
• Conduct counseling sessions and provide referral resources.
• Develop financial materials tailored to service members.

Skills

Financial counseling

Bilingual in English and Spanish

Communication

Training and facilitation

Education

Bachelor’s degree

Associate degree plus four years of experience or high school diploma plus six years of experience

Tools

Financial planning certifications (AFC, CFP, ChFC)

Job description

Responsibilities

• Provide personal financial counseling services to military service members and their families at assigned military installations.
• Conduct one‑on‑one counseling sessions, briefings, presentations, and provide referral resources outside counseling sessions.
• Develop and distribute informational financial materials tailored to service members and families.
• Co‑ordinate, publicize, and deliver Personal Financial Management classes/workshops covering the military lifecycle, including arrival, pre‑ and post‑deployment, and other career events.
• Offer age‑appropriate classes or seminars as requested by the installation.
• Utilize virtual counseling or other electronic communication modes (web‑based, secure chat, video‑conference) when authorized by the OSD FINRED Program Office.
• Manage duty‑to‑warn situations according to Department of Defense protocol.
• Communicate with installation leadership and participate in regular individual and group supervision to share trends and issues.
• Participate in regular in‑services, training, quality‑improvement committees, or other contract activities as assigned.
• Perform additional duties assigned by leadership that align with the intent of the position.

Qualifications

• Bachelor’s degree required; an associate degree plus four years of experience or a high school diploma plus six years of experience may be considered.
• Minimum of 3 years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• Must be able to obtain a favorably adjudicated Tier2 investigation.
• Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold at least one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• If required by the contract, must be bilingual in English and Spanish.

Job Information

• Title: Personal Financial Counselor, Vandenberg Space Force Base, CA
• Grade: 24
• Salary Range: $58,440 – $93,500 (annual)
• May be eligible for short‑term incentives and a comprehensive benefits package.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco‑free workplace. EOE/M/F/Vet/Disabled.