Personal Financial Counselor, March ARB, CA

Magellan Health • Moreno Valley, CA

28d • $58,440 - $93,500

About The Position

The Personal Financial Counselor provides personal financial services at assigned military installations, delivering financial education and counseling to military service members and their families. Services may include one-on-one counseling, consultations with commanders or other providers and staff, briefings and presentations, and referrals to resources outside counseling sessions. The counselor works closely with installation and military branch Points of Contact to ensure the program operates within scope and meets installation needs.

The role also includes developing and sharing informational financial materials; coordinating, publicizing, and delivering personal financial management classes and workshops across the military lifecycle; and responding to requests for age-appropriate classes or seminars. The counselor may use virtual counseling and other electronic communication modes when authorized by the OSD FINRED Program office. The position manages duty-to-warn situations according to DoD protocol, communicates with leadership, participates in individual and group supervision, and takes part in training, quality improvement committees, and other assigned contract activities. Additional duties may be assigned consistent with the role.

Requirements

• Bachelor's degree required; an associate degree plus 4 years of experience or a high school diploma plus 6 years of experience may be considered in lieu of a bachelor's degree.
• At least 3 years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• Must be bilingual in English and Spanish if required by the contract.
• Must be able to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• Must hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid in-state driver's license required.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Assist service members in establishing a spending plan for extended absences.
• Develop and make available informational financial materials to service members and families.
• Coordinate, publicize, and provide personal financial management classes and workshops covering topics across the military lifecycle, including arrival at a first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
• Respond to requests for age-appropriate classes or seminars.
• Use virtual counseling and other electronic communication modes when authorized by the OSD FINRED Program office.
• Manage duty-to-warn situations according to Department of Defense protocol.
• Communicate with leadership and participate in regular individual and group supervision, sharing information about trends and issues at assigned installations.
• Participate in regular in-service training, quality improvement committees, and other contract activities as assigned or appropriate.
• Perform additional duties as assigned that align with the intent of the job.

Benefits

• May be eligible for short-term incentives.
• Comprehensive benefits package, including health, life, voluntary, and other benefits and perks supporting physical, mental, emotional, and financial wellbeing.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level