Financial Wellness Advisor
2 weeks ago
Position Overview
This role involves delivering comprehensive financial advisory services to military personnel and their families at designated installations. The primary focus is on providing a wide range of personal financial counseling services tailored to the unique needs of service members.
Key Responsibilities
- Offer individualized financial counseling and management services to military families.
- Assist clients in creating effective spending plans for extended absences.
- Develop and distribute educational financial resources for service members and their families.
- Organize and facilitate a variety of Personal Financial Management workshops covering essential topics throughout the military lifecycle.
- Respond to requests for age-appropriate financial education sessions.
- Utilize virtual counseling tools and electronic communication methods to provide support.
- Manage situations requiring immediate attention in accordance with established protocols.
- Engage with leadership and participate in regular supervision to discuss trends and issues affecting the installations.
- Participate in ongoing training and quality improvement initiatives as required.
- Perform additional duties as assigned.
Qualifications
A 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 with six years of experience in lieu of a degree.
Minimum of three years of experience in financial counseling is essential.
Applicants must be U.S. citizens and fluent in English.
Candidates should be able 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).
General Information
This position may offer competitive salary ranges based on national data, with adjustments made according to individual qualifications and experience. Additionally, the role may be eligible for short-term incentives and a comprehensive benefits package that supports overall well-being.
Magellan Health Services is committed to being an Equal Opportunity Employer and maintaining a tobacco-free workplace. All employees are expected to adhere to security responsibilities and comply with applicable legal and regulatory requirements.
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