Personal Financial Advisor

2 weeks ago


Yuma, Arizona, United States Magellan Health Full time
Job Summary

This position provides personal financial services at assigned military installations, offering a range of financial counseling services to military service members and their families. The ideal candidate will possess excellent communication skills, a strong understanding of personal finance, and the ability to work closely with installation and military branch Points of Contact.

Key Responsibilities
  • Provide one-on-one counseling and consultation services to military service members and their families.
  • Develop and deliver financial education programs, including workshops and presentations, to promote financial wellness and stability.
  • Collaborate with installation and military branch staff to ensure program effectiveness and alignment with installation needs.
  • Manage duty to warn situations according to Department of Defense protocol.
  • Participate in regular in-services, training, and quality improvement committees to enhance professional development and program effectiveness.
Requirements
  • Bachelor's degree in a relevant field, such as finance, accounting, or a related field.
  • Over 1,000 hours of financial counseling experience.
  • One of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • Ability to obtain a favorably adjudicated Tier 2 investigation.
  • Fluent English language skills, with the ability to communicate effectively with diverse populations.
Preferred Qualifications
  • Bilingual in English and Spanish.
  • Experience working with military populations and installations.
Benefits

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



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