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Personal Financial Counselor, Camp Pendleton at Magellan Health - ApplyBlast

Personal Financial Counselor, Camp Pendleton

Magellan Health

4 months ago

3.3 on Glassdoor

Camp Pendleton, CA

Hybrid

Full Time

Senior

0 applicants

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About this role

A Personal Financial Counselor provides comprehensive financial education and one-on-one counseling services to military service members and their families at installation sites. The role involves developing lesson plans, conducting workshops, and utilizing secure virtual communication tools to manage personal finances during various stages of military service. Counselors also coordinate with military leadership to ensure program alignment and maintain ongoing training and quality improvement initiatives.

Responsibilities

Provide one-on-one financial counseling to service members and families
Develop and deliver financial management workshops and seminars
Create spending plans for extended military absences
Utilize secure virtual platforms for remote financial support
Collaborate with military commanders to meet installation needs

Skills

Qualifications

Bachelor's DegreeAccredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)

About Magellan Health

magellanhealth.com

Headquarters

Frisco, Texas, United States

Company Size

1001-5000 employees

View Profile

Magellan Health manages the fastest growing, most complex areas of healthcare, bringing solutions to health plans, employers and state and Federal programs.