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Financial Wellness Advisor, Oregon
2 months ago
This role focuses on delivering essential financial counseling services tailored for military personnel and their families. The selected candidate will be responsible for providing support during critical times, including post-deployment scenarios and covering for absent counselors.
Key Responsibilities:
1. Deliver comprehensive personal financial counseling services to military service members and their families at various military installations.
2. Assist service members in developing effective spending plans, particularly during extended absences.
3. Create and distribute informative financial materials to enhance financial literacy among service members and their families.
4. Organize and facilitate a diverse range of Personal Financial Management workshops and classes, addressing topics relevant to the military lifecycle, such as arrival at a new duty station and pre- and post-deployment considerations.
5. Respond to requests for age-appropriate financial education sessions.
6. Utilize virtual counseling tools and electronic communication methods to provide support, ensuring compliance with authorized protocols.
7. Manage situations requiring immediate intervention according to Department of Defense (DoD) guidelines.
8. Collaborate with installation leadership and participate in regular supervision to share insights on trends and challenges faced by service members.
9. Engage in ongoing training and quality improvement initiatives as assigned.
Qualifications:
- Bachelor's degree required; equivalent experience may be considered.
- Minimum of 3 years of experience in financial counseling.
- Must be a U.S. citizen and fluent in English.
- Required certifications include: 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, depending on individual qualifications and experience. This role may also offer short-term incentives and a comprehensive benefits package.
Company Overview:
Magellan Health, Inc. is dedicated to fostering a diverse and inclusive workplace. We are an Equal Opportunity Employer and maintain a tobacco-free environment. All employees are expected to adhere to security responsibilities and comply with applicable legal and regulatory requirements.
