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Consejero Financiero Personal, El Paso, TX

2 months ago


El Paso, Texas, United States Magellan Health Full time
Descripción del Puesto:
Este rol implica la provisión de servicios financieros personales en instalaciones militares asignadas.

Responsabilidades Principales:
- Ofrecer asesoramiento y gestión financiera a miembros del servicio y sus familias.
- Ayudar a los miembros del servicio a establecer un plan de gastos para ausencias prolongadas.
- Desarrollar y proporcionar materiales informativos sobre finanzas a los miembros y sus familias.
- Coordinar y facilitar una variedad de clases y talleres de Gestión Financiera Personal, abarcando temas relevantes a lo largo del ciclo de vida militar.

- Responder a solicitudes de clases o seminarios apropiados para diferentes edades.

Habilidades y Competencias:
- Capacidad para utilizar eficazmente el asesoramiento virtual y otros modos de comunicación electrónica, como chat en línea seguro o videoconferencias.

- Manejar situaciones de deber de advertir según el protocolo del Departamento de Defensa.

- Comunicar con la dirección y participar en supervisiones regulares, compartiendo información sobre tendencias y problemas en las instalaciones asignadas.

- Participar en formaciones regulares y comités de mejora de calidad según sea necesario.

Requisitos Mínimos:
- Título universitario requerido.
- Se considerarán candidatos con un título asociado más 4 años de experiencia en lugar del título universitario.
- Se considerarán candidatos con un diploma de secundaria más 6 años de experiencia en lugar del título universitario.
- Más de 3 años de experiencia en asesoramiento financiero.
- Ciudadanía estadounidense y dominio del inglés requerido.
- Capacidad para obtener una investigación de nivel 1 favorable.

- Certificación requerida: Consejero Financiero Acreditado (AFC), Planificador Financiero Certificado (CFP) o Consultor Financiero Chartered (ChFC).

Información General:
- Magellan ofrece un amplio rango de beneficios que mejoran el bienestar físico, mental, emocional y financiero de sus empleados.

Magellan Health, Inc. es un empleador que ofrece igualdad de oportunidades y un lugar de trabajo libre de tabaco.