Financial Services Specialist
4 weeks ago
We are seeking a highly skilled Personal Financial Counselor to join our team at Magellan Health in Spokane, WA. As a key member of our team, you will provide expert financial guidance and support to military service members and their families.
Key Responsibilities- Deliver comprehensive personal financial counseling services, including one-on-one consultations, group briefings, and presentations.
- Develop and implement financial education programs to promote financial stability and security among military personnel and their families.
- Collaborate with installation and military branch Points of Contact to ensure program effectiveness and alignment with installation needs.
- Provide referrals to external resources and services as needed.
- Manage duty to warn situations in accordance with Department of Defense protocol.
- Participate in regular supervision, training, and quality improvement activities to enhance professional development and program effectiveness.
- Bachelor's degree in a relevant field, or equivalent combination of education and experience.
- 3+ years of experience in financial counseling or a related field.
- Must be a U.S. citizen and speak fluent English.
- Be able to obtain a favorably adjudicated Tier 1 investigation.
- Hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
Magellan Health offers a comprehensive benefits package, including health, life, and voluntary benefits, as well as opportunities for professional growth and development. We are an equal opportunity employer and a tobacco-free workplace.
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Financial Services Specialist
2 weeks ago
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