Financial Services Specialist

1 day ago


Kingwood, West Virginia, United States Magellan Health Full time
Personal Financial Counselor Job Summary

This role provides personal financial services to military service members and their families at assigned installations. Primary responsibilities include delivering comprehensive financial counseling services, such as one-on-one counseling, consultation with commanders, and presentations. The selected candidate will work closely with installation and military branch Points of Contact to ensure the program meets the needs of the installation.

Key Responsibilities:
  • Deliver personal financial counseling and management services directly to service members and their families.
  • Assist service members in establishing a spending plan for extended absences.
  • Develop and disseminate informational financial materials to service members and families.
  • Coordinate, publicize, and provide various Personal Financial Management classes/workshops, addressing topics across the military lifecycle.
  • Respond to requests for age-appropriate classes or seminars.
  • Utilize virtual counseling and electronic communication modes, such as secure online chat and video-based communications.
  • Manage duty to warn situations according to Department of Defense protocol.
  • Communicate with leadership and participate in regular individual and group supervision.
  • Participate in regular in-services/training and quality improvement committees.
Requirements:
  • Bachelor's degree required.
  • 3+ years of financial counseling experience.
  • Must be a U.S. citizen and speak fluent English.
  • May be required to work outside of traditional office hours.
  • Be able to obtain a favorably adjudicated Tier 2 investigation.
  • Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

This position may be eligible for short-term incentives and a comprehensive benefits package. Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.


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