ARB Personal Financial Counselor

Position: March ARB Personal Financial Counselor
Join Magellan Health as a Personal Financial Counselor and provide invaluable financial services to military service members. This role focuses on budget management and military-focused financial education.

In the capacity of a Personal Financial Counselor located at March ARB, CA, you will assist service members in managing their finances. Responsibilities encompass financial counseling, crafting workshops on various life-cycle events, and providing referral resources. Strong interpersonal skills and a comprehensive understanding of financial strategies are essential in addressing the unique needs of military families.

Key Responsibilities:

• Guide service members in creating effective spending plans

• Manage and facilitate Personal Financial Management classes

• Offer one-on-one counseling tailored to military scenarios

• Develop informative financial documents for families

• Engage with installation leadership and servicing personnel

Requirements:

• Bachelor’s degree or relevant work experience

• Minimum of 3 years in financial counseling

• Fluent in English; U.S. citizenship required

• Certification in AFC, CFP, or ChFC necessary

• Bilingual English and Spanish skills advantageous

Make a significant difference in the financial health of military families today.
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