Financial Wellness Advisor, Military Support Specialist
1 week ago
Position Overview
This role is designed to offer support during urgent, short-term situations arising from military requirements, such as post-deployment needs or to fill in for absent counselors. The primary focus is to deliver comprehensive personal financial counseling services to military personnel and their families stationed at various military facilities.
Key Responsibilities
- Deliver personalized financial counseling and management services directly to military service members and their families.
- Assist service members in creating effective spending plans for extended absences.
- Develop and distribute informative financial resources tailored for service members and their families.
- Organize, promote, and conduct a diverse range of Personal Financial Management workshops and classes, covering essential topics throughout the military lifecycle, including but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career transitions as outlined in DoDI.
- Respond to requests for age-appropriate educational sessions or seminars.
- Utilize virtual counseling and other electronic communication methods effectively, including web-based platforms, secure online chat, and video teleconferencing, as authorized by the OSD FINRED Program office.
- Manage duty-to-warn situations in accordance with Department of Defense (DoD) protocols.
- Engage with leadership and participate in regular individual and group supervision, sharing insights regarding trends and issues relevant to the assigned installations.
- Participate in ongoing training, quality improvement committees, or other contract-related activities as assigned.
Qualifications
- A Bachelor's degree is required.
- Candidates with an associate degree plus four years of relevant experience or a high school diploma with six years of experience may also be considered.
- Must be a U.S. citizen and possess fluent English language skills.
- Ability to obtain a favorably adjudicated Tier 1 investigation.
- Required certifications include one of the following: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
- A minimum of one thousand hours of financial counseling experience is required.
General Information
This position offers a competitive salary range and may include short-term incentives as well as a comprehensive benefits package. Magellan Health, Inc. is committed to being an Equal Opportunity Employer and maintaining a tobacco-free workplace.
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