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Financial Wellness Advisor

2 months ago

Lansing, Michigan, United States Magellan Health Full time

Position Overview: This role is dedicated to delivering comprehensive financial guidance at designated military locations. The primary focus is on providing a wide range of personal financial counseling services to military personnel and their families.

Key Responsibilities:

  • Offer personal financial management and advisory services directly to service members and their families.
  • Assist service members in creating effective spending plans for extended periods away from home.
  • Develop and distribute educational financial resources tailored for military families.
  • Organize and promote various Personal Financial Management workshops and classes, covering essential topics relevant to the military lifecycle.
  • Respond to requests for age-appropriate financial education sessions.
  • Utilize virtual counseling and electronic communication methods to enhance service delivery.
  • Manage duty-to-warn situations in accordance with Department of Defense protocols.
  • Engage with leadership and participate in regular supervision meetings to discuss trends and issues impacting the installations.
  • Participate in ongoing training and quality improvement initiatives as assigned.
  • Perform additional duties as required.

Qualifications:

  • Bachelor's degree is required; however, candidates with an associate degree and four years of relevant experience or a high school diploma with six years of experience may also be considered.
  • A minimum of three years of experience in financial counseling is essential.
  • Fluency in English is required; bilingual candidates in English and Spanish are preferred if specified by the contract.
  • Availability to work outside of standard office hours may be necessary to meet business needs.
  • Must be able to pass a Tier 2 background investigation.
  • Possession of one of the following certifications is mandatory: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Compensation: The anticipated salary range for this position is between $53,125 and $84,995, with actual pay adjusted based on individual qualifications and experience.

Benefits: This position may be eligible for short-term incentives and a comprehensive benefits package that supports overall well-being.

Equal Opportunity Employer: Magellan Health, Inc. is committed to fostering a diverse and inclusive workplace.