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Financial Services Specialist
2 months ago
We are seeking a highly skilled Financial Services Specialist to join our team at Magellan Health. As a key member of our team, you will provide expert financial guidance and support to military service members and their families.
Key Responsibilities- Financial Counseling: Provide one-on-one counseling and consultation services to military service members and their families, addressing a range of financial services including budgeting, saving, and debt management.
- Program Development: Develop and implement financial education programs, workshops, and classes to support the financial well-being of military service members and their families.
- Collaboration: Work closely with installation and military branch Points of Contact (POC) to ensure that our program meets the needs of the installation and provides within scope.
- Training and Development: Participate in regular in-services, training, and quality improvement committees to stay up-to-date on the latest financial trends and best practices.
- Communication: Communicate effectively with leadership, colleagues, and clients to share information and provide support.
- Education: Bachelor's degree required; may consider applicants with an associate degree plus 4 years' experience or a high school diploma plus 6 years' experience.
- Experience: 3+ years of financial counseling experience; must be a U.S. citizen and speak fluent English.
- Certifications: Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- Competitive Salary: Salary range: $53,125 - $84,995.
- Benefits: Comprehensive benefits package, including health, life, and voluntary benefits.
- Professional Development: Opportunities for training, development, and career advancement.