Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Financial Counselor, PFC, Beale AFB

$58.44k

Magellan Health

This position will provide personal financial services at assigned military installations. 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 providing within scope and meets the needs of the installation. 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. Responsibilities Other Job Requirements Bachelor'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). General Job Information Title Personal Financial Counselor, PFC, Beale AFB Grade 24 Work Experience - Required Financial Counseling Work Experience - Preferred Education - Required A Combination of Education and Work Experience May Be Considered., Bachelor's Education - Preferred License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterpriseEnterprise, ChFC - Chartered Financial Consultant - EnterpriseEnterpriseEnterprise, DL - Driver License, Valid In State - OtherOtherOther License And Certifications - Preferred Salary Range Salary Minimum $58,440 Salary Maximum $93,500 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law. This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled. Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures. #J-18808-Ljbffr Magellan Health

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Personal Financial Counselor, PFC, Beale AFB in Sacramento, CA vacancy
  • Magellan Health at Beale AFB seeks a Personal Financial Counselor to provide one-on-one financial counseling to service members and families, including budgeting, planning for deployments, and educational materials. You will deliver workshops, coordinate classes across... 
    Personal

    Magellan Health

    Sacramento, CA
    5 days ago
  • Magellan Federal - AFSC in Camp Pendleton is seeking a Personal Financial Counselor to deliver comprehensive financial counseling to military personnel and their families on-site. Responsibilities include counseling, budgeting, and education across the military lifecycle... 
    Personal

    VetJobs

    Sacramento, CA
    5 days ago
  • Magellan Health seeks a Personal Financial Counselor at Camp Pendleton to deliver comprehensive financial counseling to service members and their families. You will design spending plans, provide education materials, and lead Personal Financial Management classes across... 
    Personal

    Magellan Health

    Sacramento, CA
    5 days ago
  • $26 - $30.55 per hour

     ...Financial Counselor Reports To (Title): Business Office Manager Pay Scale: $26.00-$30.55 Schedule Being Offered: 1 Full-time position...  ...incoming patients or their families to gather essential personal and insurance information. Arrange and coordinate patient... 
    Personal
    Full time
    Work at office

    Northern California Behavioral Health System

    Sacramento, CA
    4 days ago
  • $26 - $30.55 per hour

    POSITION TITLE: Financial Counselor REPORTS TO (TITLE): Business Office Manager PAY SCALE: $26.00-$30.55 SCHEDULE BEING OFFERED: 1 Full-time...  ...interview incoming patients or their families to gather essential personal and insurance information. Arrange and coordinate patient... 
    Personal
    Full time
    Temporary work
    Work at office
    Flexible hours

    Sacramento Behavioral Healthcare Hospital

    Sacramento, CA
    2 days ago
  • $25 - $28 per hour

     ...Financial Counselor Join Elica's mission and become a part of a team where every day is an opportunity to make a positive impact in your...  ...Team needs to contact patients, call patients, schedule in-person appointments to sign forms or other tasks. BENEFITS: Elica... 
    Personal
    Full time
    Work at office
    Local area
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work

    Elica Health Centers

    North Highlands, CA
    5 days ago
  • Magellan Federal is seeking a Personal Financial Counselor in Sacramento, CA to provide comprehensive financial counseling to military members and their families on installations. Responsibilities include counseling, budgeting guidance, and delivering DoD-aligned financial... 
    Personal
    Contract work

    Magellan Federal

    Sacramento, CA
    2 days ago
  •  ...addiction problems. Position Summary The Admissions Coordinator/Financial Counselor processes admissions and registrations to include all...  ...process, no recruiter or employee will request financial or personal information (Social Security Number, credit card or bank information... 
    Personal
    Full time
    Local area
    Flexible hours

    Universal Health Services

    Sacramento, CA
    5 days ago
  • $5,540 - $5,667 per month

    Special Programs Coordinator and Financial Aid Counselor Job no: 558222 Work type: Staff Location: San José Categories: Unit 4 - APC - Academic...  ...programs Present financial aid information through in‑person and virtual workshops and outreach events Knowledge, Skills... 
    Personal
    Full time
    Work experience placement
    Summer work
    Internship
    Work at office

    California State University, Chico

    Sacramento, CA
    4 days ago
  •  ...collaboratively, and support our broader purpose.Think of us as financial partners, because at Columbia, we believe the best way forward...  ...the Columbia corporate culture in all actions and words.Takes personal initiative and is a positive example for others to emulate.... 
    Personal
    Full time
    Immediate start

    Columbia Bank

    Sacramento, CA
    2 days ago
  • $85k - $125k

     ...Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with...  ...offering sound financial advice Work with each client to collect personal financial information including status, cash flow, and... 
    Personal
    Full time
    Part time
    Immediate start

    New York Life

    Sacramento, CA
    3 days ago
  •  ...Location : City SACRAMENTO Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by...  ...and making initial contacts. Contacts and secures in-person appointments with prospective and existing clients for the purpose... 
    Personal
    Work at office
    Local area

    Western & Southern Life

    Sacramento, CA
    3 days ago
  •  ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies...  ...solutions, and the flexibility to build a practice that reflects your personal brand and philosophy. What You’ll Do As an Eagle... 
    Personal
    Full time
    Contract work
    For contractors
    Work at office
    Remote work

    Eagle Strategies

    Sacramento, CA
    14 hours ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern...  ...resources across our culture to ensure that you experience personal and professional growth in this program. With interest,... 
    Personal
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Sacramento, CA
    2 days ago
  •  ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach...  ...a meaningful, long-term career. What you'll do: As the personal coach to our Nation's military families, you will focus on financial... 
    Personal
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Sacramento, CA
    13 days ago
  • $31 - $35 per hour

     ...Financial Aid Advisor CA Job Type Full-time Description TITLE: Financial Aid Advisor LOCATION: Hybrid (on-site + remote) REPORTS TO:...  ...their potential. Accepting a role at 10,000 Degrees implies a personal commitment to this mission. OPPORTUNITY The Financial Aid Advisor... 
    Personal
    Full time
    Remote work
    Afternoon shift

    10000 Degrees

    Sacramento, CA
    5 days ago
  • $40.56k - $170k

     ...Balance: Encouraging a healthy balance between professional and personal life. Employee Empowerment: Allowing employees to make...  ...regarding members' income, investments, and debts; determining which financial products best meet members' needs and financial circumstances;... 
    Personal
    Work at office
    Local area
    Remote work
    Flexible hours

    SAFE Credit Union

    Sacramento, CA
    2 days ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune...  ...to accelerate trust and create personalized, comprehensive strategies to help clients...  ...CRPC™ or Chartered Retirement Planning Counselor™ At Edward Jones, we are building a place... 
    Personal
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Sacramento, CA
    4 days ago
  • $45k - $100k

     ...posting may close early due to the volume of applicants. Join a financial services firm where your contributions are valued. Edward...  ...incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture... 
    Personal
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    North Highlands, CA
    2 days ago
  • $133k - $200k

     ...and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality...  ...clients, functions as the Commercial client “expert” and the go-to-person providing differentiating consult, ideas, and options for the... 
    Personal
    Full time
    Work at office

    Columbia Bank

    Sacramento, CA
    5 days ago
  • $98k - $163k

     ...projectsDeveloping and analyzing project budgets, sources and uses, financial pro formas, and underwriting modelsConducting feasibility...  ...-Term DisabilityStudent Loan PayDownTuition Reimbursement, Personal Development & Learning OpportunitiesSkills Development & CertificationsEmployee... 
    Personal
    Permanent employment
    Full time
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Guidehouse

    Sacramento, CA
    6 days ago
  • $60k - $70k

     ...Associate Financial Planner CAPTRUST is seeking a Associate Financial Planner who will work closely with experienced Financial Planners...  ..., and a quality team surrounding you with opportunities for personal growth. Our Employee Benefits Package shows how much we... 
    Personal
    Temporary work
    Flexible hours

    CAPTRUST

    Sacramento, CA
    4 days ago
  •  ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their...  ...professionals, professional athletes, and individuals seeking personal financial solutions. The commitment to our clients, our associates... 
    Personal
    Work at office

    WestPac Wealth Partners

    Sacramento, CA
    more than 2 months ago
  • Job Overview As an Allstate Financial Specialist, you’ll build your own financial services practice with support from Allstate, driving new business in your community and accessing new revenue streams. Responsibilities Build and grow a financial services practice within... 
    Personal

    Allstate

    Sacramento, CA
    2 days ago
  •  ...firm committed to assisting our clients in every aspect of their financial lives. Our focus centers on our clients’ visions for their...  ...professionals, professional athletes, and individuals seeking personal financial solutions. Our commitment to our clients, associates... 
    Personal

    WestPac Wealth Partners

    Sacramento, CA
    2 days ago
  • $16 per hour

     ...Type: Full Time Regular Job No: 502774 Categories: Sales, Financial Representative Trainee Application Closes: Open Until Filled...  ...includes 2 floating holidays that are added to your prorated personal time to be used at your discretion. Regular associates are... 
    Personal
    Hourly pay
    Full time
    Traineeship
    Home office

    Mutual of Omaha

    Sacramento, CA
    11 days ago
  • ## Personal Financial Representative (NG)Apply: Hybrid: USA - CA (Remote): Full time: Posted 30+ Days Ago: R28195Job DescriptionWould you like to own a meaningful financial services practice under the Allstate brand? Scale your existing practice with proven support, flexibility... 
    Personal
    Full time
    For contractors
    Work at office
    Remote work

    Allstate Corporation

    Sacramento, CA
    4 days ago
  • $133k - $200k

     ...and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality...  ...clients, functions as the Commercial client "expert" and the go-to-person providing differentiating consult, ideas, and options for the... 
    Personal
    Work at office

    Columbia Banking System

    Sacramento, CA
    1 day ago
  •  ...certifications): Excellent oral and written communication skills. Ability to read and comprehend instructions and information. Ability to use personal computer applications including word processing and spreadsheet software. Current valid driver’s license and state sales license.... 
    Personal
    Work at office

    Westside Investments Inc

    Sacramento, CA
    5 days ago
  • Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity...  ...clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to... 
    Personal

    Thrivent

    Sacramento, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Financial Counselor, PFC, Beale AFB. Be the first to apply!