Financial Wellness Advisor

1 week ago


Marysville, Washington, United States Magellan Health Full time

Position Overview
This role involves delivering personalized financial advisory services at designated military facilities. The primary duties encompass a comprehensive range of financial counseling services tailored for military personnel and their families. These services include educational support and counseling that may consist of individual consultations, collaboration with military leadership or other professionals, conducting informative sessions, and providing referral resources outside of counseling contexts. The position requires close collaboration with installation and military branch Points of Contact (POC) to ensure the program effectively meets the needs of the community.

  • Direct Financial Counseling: Offer personal financial management and counseling services to service members and their families.
  • Spending Plan Assistance: Aid service members in creating a financial plan for extended absences.
  • Resource Development: Create and distribute informative financial materials for service members and their families.
  • Workshop Coordination: Organize and promote a variety of Personal Financial Management classes and workshops covering essential topics throughout the military lifecycle.
  • Class Requests: Address requests for age-appropriate financial education sessions.
  • Virtual Counseling Skills: Utilize virtual counseling methods and electronic communication tools effectively, including secure online chats and video conferencing.
  • Risk Management: Handle duty-to-warn situations in accordance with Department of Defense (DoD) protocols.
  • Leadership Communication: Engage with leadership and participate in regular supervision to share insights on trends and issues affecting the installations.
  • Continuous Improvement: Take part in ongoing training, quality improvement initiatives, or other relevant activities as assigned.
  • Additional Responsibilities: Perform other duties as required.
Qualifications
  • Bachelor's degree is required.
  • Consideration may be given to candidates with an associate degree plus four years of relevant experience, or a high school diploma plus six years of relevant experience.
  • A minimum of three years of experience in financial counseling is required.
  • Must be a U.S. citizen and fluent in English.
  • Ability to obtain a favorably adjudicated Tier 1 investigation.
  • Possession of one of the following certifications is required: 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, reflecting current national data. Actual compensation will be adjusted based on individual qualifications, experience, and other job-related factors. This position may also be eligible for short-term incentives and a comprehensive benefits package that supports overall well-being.

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