Personal Finance Consultant

2 weeks ago


Simi Valley, California, United States Magellan Health Full time

Position Overview: The Financial Guidance Specialist will deliver comprehensive financial services to military personnel and their families at designated military sites. This role encompasses a wide range of personal finance counseling services tailored to meet the unique needs of service members.

Key Responsibilities:

  • Provide individualized financial counseling and management services to military families.
  • Assist service members in creating effective spending plans, especially during extended absences.
  • Develop and distribute educational financial materials to enhance financial literacy among service members and their families.
  • Organize and facilitate various Personal Financial Management workshops covering essential topics throughout the military lifecycle.
  • Respond to requests for age-appropriate financial education classes or seminars.
  • Utilize virtual counseling tools and secure online communication methods to provide support.
  • Adhere to Department of Defense protocols in managing sensitive situations.
  • Engage with leadership and participate in regular supervision to discuss trends and issues affecting the installations.
  • Contribute to ongoing training and quality improvement initiatives as assigned.

Qualifications:

  • Bachelor's degree is required; equivalent experience may be considered.
  • U.S. citizenship and fluency in English are mandatory.
  • Must possess one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • A minimum of 1,000 hours of financial counseling experience is essential.

Compensation: The salary range for this position is between $45,655 and $68,485, reflecting the anticipated base salary based on national data. Actual compensation will be determined by individual qualifications and experience.

About Magellan Health: Magellan Health is dedicated to fostering a diverse and inclusive workplace, providing equal employment opportunities without regard to race, gender, or other protected characteristics. We are committed to the health and well-being of our employees and the communities we serve.


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