Financial Wellness Advisor
2 weeks ago
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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Financial Wellness Advisor
2 weeks ago
Evansville, Indiana, United States Magellan Health Services Full timePosition Title: Financial Wellness Advisor Organization: Magellan Health Services Work Location: Evansville, ILDeliver 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...
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