Personal Financial Counselor - Edwards AFB, CA

About the role

This position provides personal financial services at assigned military installations. It includes counseling and management services to military service members and their families.

Responsibilities

• Provide one-on-one counseling and consultations with commanders or other providers.
• Conduct briefings and presentations on financial matters relevant to military service members and families.
• Develop and distribute informational financial materials to service members and families.
• Coordinate and publicize various Personal Financial Management classes and workshops.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication as needed.
• Manage duty-to-warn situations according to DoD protocol.
• Communicate with leadership and participate in regular supervision and training sessions.
• Participate in in-services, quality improvement committees, or other contract activities as assigned.

Requirements

• Bachelor's degree required, or an associate degree plus 4 years' experience, or a high school diploma plus 6 years' experience in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluency in English.
• If required by the contract, must be bilingual in English and Spanish.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• 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).

Qualifications

• High School/GED.

Skills

• Effective communication skills.
• Ability to work independently and manage multiple tasks.
• Knowledge of military lifecycle stages and personal finance.

Benefits

Magellan offers a comprehensive benefits package including health, life, voluntary, and other perks to enhance physical, mental, emotional, and financial wellbeing.

Pay

$58,440 - $93,500 annually.

Schedule

The position is "On-Site" at Edwards AFB, CA.