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Financial Wellness Advisor

2 months ago

Evansville, Indiana, United States Magellan Health Services Full time

Position Title: Financial Wellness Advisor

Organization: Magellan Health Services

Work Location: Evansville, IL

  • Deliver individualized financial advisory services to military personnel and their dependents.
  • Provide guidance and education on various financial products and services.
  • Assist clients in formulating budget plans for prolonged absences.
  • Create and disseminate educational financial resources.
  • Facilitate and lead Financial Management workshops and classes.
  • Address inquiries regarding financial education sessions or seminars.
  • Effectively employ virtual counseling and electronic communication methods.
  • Manage duty to warn scenarios in accordance with Department of Defense protocols.
  • Engage with leadership and partake in supervisory activities.
  • Contribute to training initiatives and quality enhancement efforts.

Qualifications:

  • Mandatory Bachelor's degree.
  • Required certification as an Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
  • Extensive experience with over a thousand hours in financial counseling.
  • Proficient in English and capable of securing a favorably adjudicated Tier 1 investigation.

Compensation: Competitive salary range available.

This role includes a comprehensive benefits package, featuring short-term incentives. Magellan Health Services is committed to being an Equal Opportunity Employer and maintains a Tobacco-free workplace.