Personal Financial Counselor, Assignment Ready Counselor, California
$58.44k - $93.5kMagellan Health
Personal Financial Counselor, Assignment Ready Counselor, CaliforniaThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation.Responsibilities include:Provides personal financial counseling and management services directly to service members and their families.Assists service members in establishing a spending plan for extended absences.Develops and makes available informational financial materials to service members and families.Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.Responds to requests for age-appropriate classes or seminars.Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.Manages duty to warn situations according to Department of Defense (DoD) protocol.Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.Participates in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.All other duties as assigned.The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.Other Job RequirementsBachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 3+ years of financial counseling experience. Must be a U.S. citizen and speak fluent English. If required by the contract, must be bilingual in English and Spanish. Be able to obtain a favorably adjudicated Tier 2 investigation. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).Salary RangeSalary Minimum: $58,440Salary Maximum: $93,500This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.
$21 - $28.26 per hour
...health system headquartered in Ontario, California. Prime Healthcare operates 54... ...corporate team! Responsibilities The Financial Counselor for Charity Care Programs plays a vital... ...times. Perform other related duties as assigned. Impact of the Role The Financial Counselor...SuggestedFull timeLocal areaShift work$45.9k - $75.9k
...advice and guidance regarding financial solutions that are in the... ...Makes credit recommendations for personal lending transactions,... ...work or accountabilities may be assigned as needed.Take measured risks... ...confidence to approach customers.Readiness to collaborate and work in different...PersonalPart timeImmediate startDay shift- A leading healthcare provider in California is seeking an International Financial Counselor to assist international patients with financial consultations and cost estimates. This role requires strong communication skills and the ability to analyze financial data. The ideal...SuggestedFull time
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...Personal Banker I Make banking a Fifth Third better... .... Are you ready to take the next step?... ...understand and address their financial needs, the banker will... ...enhancing relationships in a assigned book of business... ...-- Huntington Beach, California 92647 Fifth Third BancorpPersonalWork at office- ...Personal Banker Associate II Make banking a Fifth... ...opportunities. Are you ready to take the next step?... ...understand and address their financial needs, the banker will... ...relationships in an assigned book of business... ...Location -- Anaheim, California 92806 Fifth Third Bank...PersonalWork at office
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...Wealth Sales & ServiceProvides financial and investment planning and... ...conversations to generate referrals for personal and commercial banking... ...advice and guidance to assigned business/group on implementation... ...activities including readiness assessments, planning, stakeholder...PersonalPart time- Prime Healthcare is seeking a Financial Counselor for Charity Care Programs to help patients access financial assistance such as Medicaid, Medicare, and hospital charity care. You will screen, educate, and assist with applications, ensuring compliance and compassionate...
$17.81 per hour
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Join a financial services firm where your contributions are valued... ...accelerate trust and create personalized, comprehensive strategies to... ...Chartered Retirement Planning Counselor™ At Edward Jones, we are... ...Fair Chance Ordinance and the California Fair Chance Act. Edward...PersonalWork at officeWork from homeHome officeFlexible hours$1,000 per month
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.... Effective interpersonal skills. Ability to analyze members’ financial needs and provide related information and/or data to demonstrate... ..., responsibilities, and qualifications required of employees assigned to this job. #J-18808-Ljbffr Kinecta Federal Credit UnionPersonalHourly payFull timeWork experience placement$43.68k - $69.9k
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...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a... ...diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest,...PersonalFull timeInternshipLocal areaFlexible hours$26 - $35 per hour
...Retail Banking Personal Banker Associates at California Bank & Trust work in a relationship-centered culture... ...As a premier California-focused financial services company dedicated to serving... ...proper notice. Other duties as assigned. Qualifications High School...PersonalHourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours$250k
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...Description About Us: Southern California Alcohol and Drug Program... ...SUMMARY AND PURPOSE The Counselor AOD II - MC is responsible for... ...documentation to support the whole person care of the client. This... ...supervision meetings with assigned supervisor; Attend and participate...PersonalHourly payLocal areaShift work- ...supervising substance abuse counselors and in directing and treating... ...socio-economic factors and personality traits Coordinates with other... ...progress Other duties as assigned or necessary to support the... ...Counselor. Proof of: valid California driver’s license and auto insurance...PersonalWork experience placementWork at officeLocal areaImmediate startTrial period
$20.67 - $31.25 per hour
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...Description About Us: Southern California Alcohol and Drug Program... ...SUMMARY AND PURPOSE The Counselor AOD I – MC, is a Registered AOD... ...to support the whole person care of the client. The Counselor... ...scheduled supervision meetings with assigned supervisor; Attend and...PersonalHourly payLocal areaShift workAfternoon shift$89.7k - $149.5k
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$20 - $22 per hour
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