TacomaRecruiter Since 2001
the smart solution for Tacoma jobs

Financial Advisor

Company: Magellan Health
Location: Tacoma
Posted on: November 26, 2022

Job Description:

This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is provided within scope and meets the needs of the installation. Provides personal financial counseling and management services directly to adults, children, and youth of service members.



Provides individualized financial counseling and assistance to service members and families.



Assists service members in establishing an extended absence financial plan.



Develops and makes available informational financial materials to service members and families.



Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.



Responds to requests for age appropriate classes or seminars to youths and teens as part of on-base education.



Possess the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer which may be offered as an adjunct to face-to-face counseling in situations where service members and families are unable to attend in person.



Manages duty to warn and restricted reporting situations according to Department of Defense (DoD) protocol and staffs the cases with leadership.



Communicates with leadership and participates in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.



Participates in regular in-services/training, quality Improvement committees or other contract activities as assigned/appropriate.



All other duties as assigned.



Other Job Requirements



Responsibilities

Must be a U.S. citizen and speak fluent English.



Be able to obtain a favorably adjudicated Tier 1 investigation.



Must have Accredited Financial Counselor (AFC) certification and 3 years of financial experience OR have one of the

following certifications: Certified Financial Planner (CFP) or Chartered Financial Consultant (ChFC).



Must have over a thousand hours of financial counseling experience.



General Job Information



Title

Personal Financial Counselor II, On Call, PFC Northwest Region



Grade

22



Work Experience - Required

Finance

Work Experience - Preferred



Education - Required

High School

Education - Preferred

Bachelors

License and Certifications - Required

AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial Consultant - ChFC - Chartered Financial Consultant

License and Certifications - Preferred



Salary Range

Salary Minimum:

$50,225 Salary Maximum:

$75,335

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.



This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.



Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.

Every employee must understand, comply with and attest to the security responsibilities and security controls unique to their position; and comply with all applicable legal, regulatory, and contractual requirements and internal policies and procedures.



Associated topics: bond, broker dealer, brokerage, commodities, dow jones, equity, fiduciary, market, purchase, s p

Keywords: Magellan Health, Tacoma , Financial Advisor, Accounting, Auditing , Tacoma, Washington

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Log In or Create An Account

Get the latest Washington jobs by following @recnetWA on Twitter!

Tacoma RSS job feeds