Personal Financial Counselor, Edwards AFB, CA

Magellan Health • Edwards, CA

5d • $58,440 - $93,500 • Onsite

About The Position

The Personal Financial Counselor provides personal financial services at assigned military installations, delivering the full breadth of financial counseling and education to service members and their families. Services may include individual counseling, consultation 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 services are within scope and meet installation needs.

The role includes developing and delivering financial education materials and classes, supporting service members in planning for extended absences, and responding to requests for age-appropriate seminars. The counselor may use virtual or electronic communications for counseling when authorized by the OSD FINRED Program office. The role also manages duty-to-warn situations according to Department of Defense protocol, communicates trends and issues to leadership, and participates in supervision, training, quality improvement committees, and other contract activities as assigned. Additional duties may be assigned consistent with the position’s purpose.

Requirements

• Bachelor’s degree; 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.
• U.S. citizenship.
• Fluent English.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Ability to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
• Valid in-state driver’s license.

Nice To Haves

• Bilingual English and Spanish, if required by the contract.

Responsibilities

• Provide personal financial counseling and management services directly to service members and their families.
• Help service members establish spending plans for extended absences.
• Develop and make informational financial materials available to service members and families.
• Coordinate, publicize, and deliver 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 methods effectively 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 individual and group supervision, sharing information about trends and issues at assigned installations.
• Participate in in-service training, quality improvement committees, and other contract activities as assigned or appropriate.
• Perform other duties as assigned.

Benefits

• Potential eligibility 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