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Financial Wellness Advisor, Guam

2 months ago

Simi Valley, California, United States Magellan Health Full time
Position Overview:
As a Financial Wellness Advisor stationed in Guam, you will deliver comprehensive financial guidance at designated military locations.

Key Responsibilities:
- Provide a full range of personal financial counseling services to military personnel and their families.
- Conduct one-on-one consultations, briefings, and presentations to educate service members on financial matters.
- Collaborate with installation Points of Contact (POC) to ensure program effectiveness and alignment with the needs of the military community.

Service Offerings:
- Assist service members in creating spending plans for extended deployments.
- Develop and distribute educational financial materials tailored to the military lifestyle.
- Organize and promote various Personal Financial Management workshops covering essential topics throughout the military lifecycle.

Communication and Support:
- Utilize virtual counseling tools and secure communication methods to reach clients effectively.
- Adhere to Department of Defense protocols in managing sensitive situations.
- Engage in regular communication with leadership and participate in training and quality improvement initiatives.

Qualifications:
- Bachelor's degree required; equivalent experience may be considered.
- Must be a U.S. citizen and fluent in English.
- Certification in one of the following: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) is mandatory.
- A minimum of 1,000 hours of financial counseling experience is essential.

Compensation:
- Salary range: $45,655 - $68,485, based on qualifications and experience.
- Eligible for short-term incentives and a comprehensive benefits package that supports overall well-being.

Magellan Health, Inc. is an Equal Opportunity Employer and maintains a Tobacco-free workplace. EOE/M/F/Vet/Disabled.