Financial Wellness Expert

2 weeks ago


Brooklyn, New York, United States Magellan Health Services Full time
Job Summary

We are seeking a highly skilled Financial Wellness Expert to join our team in Brooklyn, NY. In this role, you will provide personal financial counseling and management services directly to service members and their families.

About the Role

This position will provide comprehensive financial guidance and support to military personnel and their loved ones at assigned installations. The successful candidate will possess exceptional communication skills, be able to work effectively in a fast-paced environment, and have a strong understanding of personal finance concepts.

Responsibilities
  • Provide one-on-one counseling sessions to service members and their families on various financial topics.
  • Assist service members in creating a spending plan for extended absences, including deployment-related expenses.
  • Develop and disseminate educational materials on personal finance, budgeting, and money management.
  • Collaborate with installation and military branch Points of Contact (POC) to ensure program alignment and effectiveness.
  • Coordinate and deliver a wide range of Personal Financial Management classes/workshops, tailored to meet the needs of service members across different lifecycle stages.
Requirements

To be successful in this role, you must possess:

  • A Bachelor's degree in a related field, or an equivalent combination of education and experience.
  • 3+ years of experience in financial counseling, preferably in a military setting.
  • Excellent communication and interpersonal skills.
  • The ability to obtain a favorably adjudicated Tier 2 investigation.
  • One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Benefits

This position offers a competitive salary range of $**, ***, as well as a comprehensive benefits package, including health, life, and voluntary benefits. Magellan Health Services is an Equal Opportunity Employer and a Tobacco-free workplace.


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