Financial Services Specialist

4 weeks ago


Spokane, Washington, United States Magellan Health Full time
Job Summary

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.
Requirements
  • 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).
What We Offer

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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