Financial Wellness Advisor

2 weeks ago


Evansville, Indiana, United States Magellan Health Services Full time

Position Title: Financial Wellness Advisor

Organization: Magellan Health Services

Work Location: Evansville, IL

  • Deliver individualized financial advisory services to military personnel and their dependents.
  • Provide guidance and education on various financial products and services.
  • Assist clients in formulating budget plans for prolonged absences.
  • Create and disseminate educational financial resources.
  • Facilitate and lead Financial Management workshops and seminars.
  • Address inquiries regarding financial education sessions.
  • Effectively utilize digital counseling methods and electronic communication.
  • Manage duty to warn scenarios in accordance with Department of Defense guidelines.
  • Engage with management and contribute to supervisory processes.
  • Participate in ongoing training and initiatives for quality enhancement.

Qualifications:

  • A Bachelor's degree is mandatory.
  • Must possess certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • Experience exceeding one thousand hours in financial counseling is required.
  • Proficiency in English and ability to secure a favorably adjudicated Tier 1 investigation.

Compensation: Competitive salary range available.

This role includes a comprehensive benefits package featuring short-term incentives. Magellan Health Services is committed to being an Equal Opportunity Employer and maintains a Tobacco-free workplace.



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