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Financial Wellness Advisor

2 months ago

Laughlin AFB, United States Magellan Health Services Full time
Financial Wellness Advisor Position

This role focuses on delivering essential financial advisory services tailored for military personnel and their families. The primary responsibilities encompass a comprehensive suite of financial counseling offerings, including individualized sessions, strategic consultations, informative briefings, engaging presentations, and valuable resource referrals. Effective collaboration with military Points of Contact (POC) is crucial to align the program with the specific needs of the installation.

  • Offers personalized financial counseling and management solutions to service members and their families.
  • Aids service members in formulating spending plans for extended deployments.
  • Develops and disseminates financial educational materials for service members and their families.
  • Plans and facilitates various Personal Financial Management workshops throughout the military lifecycle.
  • Responds to requests for age-appropriate financial education sessions.
  • Effectively utilizes virtual counseling and electronic communication tools.
  • Adheres to Department of Defense protocols in managing duty to warn situations.
  • Engages with leadership and participates in supervision and training sessions.
  • Takes part in ongoing professional development and other assigned responsibilities.
  • Performs any additional duties as necessary.

Additional Job Requirements

  • A Bachelor's degree is required.
  • Consideration may be given to candidates with an associate degree and 4 years of relevant experience or a high school diploma with 6 years of relevant experience.
  • A minimum of 3 years of experience in financial counseling is essential.
  • Candidates must be U.S. citizens and proficient in English.
  • Ability to secure Tier 1 investigation approval is necessary.
  • Certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) is required.

General Job Information

  • Job Title: Financial Wellness Advisor
  • Grade: Not specified
  • Required Work Experience: Financial Counseling
  • Preferred Work Experience: Not specified
  • Required Education: Bachelor's degree
  • Preferred Education: Not specified
  • Required Licenses and Certifications: AFC, CFP, ChFC
  • Preferred Licenses and Certifications: Not specified
  • Salary Range: Not specified

This description outlines the anticipated responsibilities and qualifications for the Financial Wellness Advisor position. The role is pivotal in providing vital financial services to military members and their families, contributing to their financial stability and well-being. The successful candidate will play an integral part in supporting service members throughout various phases of their military careers and enhancing their overall financial health.

Magellan Health Services is committed to fostering a diverse and inclusive workplace, offering a comprehensive benefits package. As an Equal Opportunity Employer and a Tobacco-free workplace, Magellan Health Services maintains high ethical and security standards for all employees.