Military Personal Financial Counselor
Magellan Federal
Magellan Federal is seeking a Personal Financial Counselor in San Diego, CA, responsible for delivering a full breadth of personal financial counseling services to military service members and their families. The role involves one-on-one counseling, briefings, and managing Personal Financial Management classes. The ideal candidate will have a Bachelor's degree, 3+ years of experience in financial counseling, and certifications such as AFC, CFP, or ChFC. The position offers a competitive salary and benefits. #J-18808-Ljbffr Magellan Federal
- Magellan Federal is seeking a Personal Financial Counselor in San Diego, CA, to provide financial counseling services to military personnel and their families. The role involves developing financial education programs, conducting workshops, and offering one-on-one counseling...Personal
- ...policies including vacation days, sick days, personal days, holidays and volunteer days (VTO)... ...quarterly forecasts, build and analyze financial models, and partner on executive... ...citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or...PersonalTemporary workInternshipWork at officeLocal areaWork from homeMonday to Friday2 days per week3 days per week
$29.42 - $42.16 per hour
...Contract Total Openings: 3 Opening Details Job ID: #137348 Financial Counselor Extended Deadline: Fri 6/19/2026 Job Description UC San Diego... ...to communicate clearly both verbally and in writing. Possess personal characteristics of professionalism, credibility, commitment...PersonalHourly payContract workWork at officeShift work$29.42 - $42.16 per hour
...Schedule: Variable, 8 hour shifts, Monday - Sunday; Varies #137348 Financial Counselor Filing Deadline: Wed 12/17/2025 UC San Diego values and... ...communicate clearly both verbally and in writing. Possess personal characteristics of professionalism, credibility, commitment...PersonalHourly payContract workWork at officeLocal areaShift work$58.44k - $93.5k
Position Summary This position provides personal financial services at assigned military installations. The counselor delivers a full breadth of personal financial counseling services to military service members and their families, including one‑on‑one counseling, briefings...PersonalContract workTemporary work- Job Objective The Financial Fitness Coach represents the Credit Union as an expert in financial matters by providing comprehensive financial... ...appreciating for the unique qualities and experiences of each person‑inclusion; appreciates and effectively utilizes the talents and...PersonalWork at officeLocal area
- ...off policies including vacation, sick, personal, holiday, and volunteer days Role Summary... ...experience Knowledge of reserving principles and financial impacts Preferred Qualifications... ..., genetic information, marital status, military status, HIV/AIDS status, mental or physical...PersonalTemporary workWork at officeLocal areaRemote workMonday to Friday2 days per week3 days per week
- ...policies including vacation days, sick days, personal days, holidays and volunteer days (VTO)... ...databases, data warehouses, Excel, financial models, and a working knowledge of predictive... ..., genetic information, marital status, military status, HIV/AIDS status, mental or...PersonalTemporary workInternshipWork at officeLocal areaWork from homeMonday to Friday2 days per week3 days per week
- ...A comprehensive exam program including financial support and study time is provided for highly... ...including vacation days, sick days, personal days, holidays and volunteer days (VTO).... ...citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or...PersonalTemporary workWork at officeLocal areaWork from homeMonday to Friday2 days per week3 days per week
- ...Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection... ...qualified clients and making initial contacts. Contacts and secures in-person appointments with prospective and existing clients for the...PersonalWork at officeLocal area
$1,000 per month
...Northwestern Mutual College Financial Representative Internship College 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,...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Job Description Job Description General Summary The Financial Service Representative (FSR) is based in a branch. This position works... ...accurately; responds to member inquiries on the phone and in person. Provides timely closing of loans through consistent follow-...PersonalWork at office
$150k - $175k
...This position necessitates a strong commitment to cultivating a personal book of business, with a focus on clients possessing... ...Requirements Five years of experience in Wealth Management or Financial Advising SIE, Series 7, Series 65 or 63 certifications are required...PersonalFlexible hours- ...firm committed to assisting clients in every aspect of their financial lives. Our focus centers on clients’ visions for their future... ...professionals, professional athletes, and individuals seeking personal financial solutions. The commitment to clients, our associates...Personal
$60k - $75k
...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have... ...engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand....PersonalFull timeWork at officeWork from home- First Command is seeking a Financial Advisor who will provide coaching to military families focusing on their financial planning needs. This role includes engaging with the community to attract new clients and offering guidance on managing finances while supporting a flexible...Flexible hours
- ...impact providing holistic purpose-based financial advice to clients, helping them achieve... ...empowering lives of service and faith. Provide personal, actionable and achievable advice and... ...’s degree or equivalent experience. Military veterans are encouraged to apply. Attainment...PersonalLocal area
- What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances,...PersonalHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$37.44k - $52.8k
...business needs. About the Role WSFS Bank's Personal Bankers will be responsible for... ...understand and educate them regarding their financial needs, and recommend the appropriate products... ...may include paid parental leave, military leave, vacation, paid time off, sick leave...PersonalFull timeH1bVisa sponsorshipMonday to FridayFlexible hours$85k - $145k
...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management... ...certifications may be acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA),...PersonalTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Partners is a San Diego-based RIA serving its families with both financial planning and investment management solutions. Today, the firm... ...develop those skills. Above all else, this position requires a person with strong verbal and written communication skills. Job...PersonalFull timeWork at officeLocal area
$43.68k - $69.9k
Fifth Third Bank is seeking a Personal Banker I in San Diego, California. This role focuses on creating exceptional customer experiences... ...maintaining long-lasting relationships and providing tailored financial solutions. Candidates must have a High School Diploma with...Personal- Citigroup Inc. is seeking an entry-level Personal Banker in El Cajon, California. This role involves assisting with sales and products while fostering customer relations to build loyalty. Responsibilities include managing business credit requests, coaching branch staff...Personal
$43.68k - $69.9k
Fifth Third Bank is seeking a Float Personal Banker 1 in San Diego to provide exceptional customer service for banking transactions. The role includes traveling to different Financial Centers, addressing customer inquiries, and maintaining confidentiality. Qualified applicants...Personal- A leading financial services company in San Diego is looking for a Branch Relationship Banker to provide exceptional customer service... ...competitive hourly pay, comprehensive benefits, and opportunities for personal growth in a relationship-centered culture. #J-18808-Ljbffr...PersonalHourly pay
$99k - $232k
...insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes,... ...strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a...PersonalFull timeH1b$80k - $90k
...legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...PersonalInterim roleLocal areaImmediate startShift workDay shift$23 - $26 per hour
...Financial Services Representative So, you have a couple of years working in the financial industry and you're ready to take the next... ...residents, including job applicants, of the categories of personal information we collect and the purpose for which the personal...Personal- Job Summary Delivers exceptional customer experience, builds relationships, and helps small business customers succeed financially. Engages customers to probe and understand their financial needs and present products, services and mobile options that align with those needs...Personal
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (... ..., meaningful conversations that support financial well-being and deepen engagement Lead... ...the following: work experience, training, military experience, education Desired...PersonalWork experience placementFlexible hours
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