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Financial Wellness Advisor

2 months ago

Baltimore, Maryland, United States Magellan Health Full time

Position Overview: This role involves delivering comprehensive financial advisory services to military personnel and their families. The primary duties encompass a wide range of personal finance counseling tailored to the unique needs of service members at various military locations.

Key Responsibilities:

  • Provide one-on-one financial counseling and education to military families.
  • Assist service members in creating effective spending plans, especially during extended absences.
  • Develop and distribute informative financial resources and materials.
  • Organize and facilitate diverse Personal Financial Management workshops covering essential topics throughout the military lifecycle.
  • Respond to requests for age-appropriate financial seminars and classes.
  • Utilize virtual counseling tools and secure communication methods to offer support.
  • Manage sensitive situations in accordance with Department of Defense protocols.
  • Engage with leadership and participate in regular supervision to share insights on financial trends affecting service members.
  • Participate in ongoing training and quality improvement initiatives.

Qualifications:

  • Bachelor's degree is 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.
  • Ability to obtain a favorable Tier 1 investigation.
  • Possession of one of the following certifications: 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, adjusted based on individual qualifications and experience. This role may also offer short-term incentives and a comprehensive benefits package.

Company Commitment: Magellan Health, Inc. is an Equal Opportunity Employer and maintains a tobacco-free workplace, committed to diversity and inclusion.