Personal Financial Counselor, Sacramento, CA

4 weeks ago

Sacramento, United States Magellan Health Full time

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

  • Provides personal financial counseling and management services directly to service members and their families.
  • Assists service members in establishing a spending plan for extended absences.
  • Develops and makes available informational financial materials to service members and families.
  • Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
  • Responds to requests for age-appropriate classes or seminars.
  • Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
  • Manages duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
  • Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
  • All other duties as assigned.


Other Job Requirements

Responsibilities
Bachelor's degree required.

May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree.

May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree.

Must be a U.S. citizen and speak fluent English.

If required by the contract, must be bilingual in English and Spanish.

Be able to obtain a favorably adjudicated Tier 2 investigation.

Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Must have over a thousand hours of financial counseling experience.

General Job Information

Title
Personal Financial Counselor, Sacramento, CA

Grade
21

Work Experience - Required

Work Experience - Preferred

Financial Counseling

Education - Required
A Combination of Education and Work Experience May Be Considered., Bachelor's

Education - Preferred

License and Certifications - Required
AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - Enterprise, DL - Driver License, Valid In State - Other

License and Certifications - Preferred

Salary Range

Salary Minimum:
$45,655
Salary Maximum:
$68,485

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.

  • Financial Institutions Examiner

    2 weeks ago

    Sacramento, United States Department of Financial Protection and Innovation Full time

    **About the DFPI** The Department of Financial Protection and Innovation (DFPI) is California’s financial regulator, working to protect consumers by examining and licensing financial activities and taking action against unfair, deceptive, or abusive practices. We oversee state-chartered banks, credit unions, student loan servicers, and more. The DFPI has...

  • HVAC Lead Installer

    1 week ago

    Sacramento, United States Beutler (Sacramento) Full time

    Job DescriptionJob DescriptionOverviewWe are currently seeking an HVAC Lead installer to join our Beutler team. We are a full-service Residential Heating & Air Conditioning contractor located in Sacramento, CA. We are seeking a candidate with a great attitude, strong work ethic and the desire to grow their career and financial earnings.ResponsibilitiesEarn...

  • Supervising Financial Analyst

    7 days ago

    Sacramento, United States The City of Sacramento CA Full time

    With supervisor approval, incumbents may be eligible for intermittent remote work; however, they must physically reside within the Sacramento region or have the ability to regularly report to a City of Sacramento physical worksite with little notice. Financial Analyst, Financial, Analyst, Business Services, Customer Service, Accounting, Technology

  • Culinary Instructor

    4 weeks ago

    Sacramento, United States Classpop! Full time

    Toss on your apron and find culinary instructor jobs in the Sacramento, CA area with help from Classpop! Sacramento is the site of a spectacular dining scene, with the farm-to-table movement taking the lead in recent years. When you teach others to cook through culinary teaching jobs in Sacramento, you help them bring delicious cuisine to their own home...

  • Oral Surgeon

    3 weeks ago

    Sacramento, United States Sacramento Oral Surgery Full time

    **Oral Surgeon - Full Time** We are looking for a full time Oral Surgeon in the beautiful city of Sacramento. Sacramento wonderful community with abundant green space, outdoor activities, culture, and dining. Our doctors are passionate about delivering high-quality dental care and are committed to providing a great experience for our patients. As an Oral...

  • Financial Representative Trainee

    2 weeks ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    2 weeks ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    2 weeks ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    1 week ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    6 days ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    5 days ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    1 week ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    5 days ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    3 days ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    3 weeks ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    3 weeks ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    2 weeks ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    2 weeks ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    2 weeks ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...

  • Financial Representative Trainee

    2 days ago

    Sacramento, United States Mutual of Omaha Full time

    Financial Representative Trainee - Sacramento, CA Location: California Work Type: Full Time Regular Job No: 502876 Categories: Sales, Early Career Programs, Financial Representative Trainee Application Closes: Open Until...