PFS Advisor II
Wellpower provides you with the support you need to help you develop a career in helping others succeed. We innovate, adapt, and leverage the diverse perspectives of the people on our team and the people we serve in everything we do.
Wellpower values and is strengthened by diversity. We are committed to ending bias and discrimination in our community and ensuring equity within all aspects of our organization. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment, transfer, or promotion opportunities without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
Personal Financial Advisors work with individual consumers who have been court ordered or have chosen Wellpower as the individual's Payee, represent the organization as Payee. Advisors receive, record, and track income for individual consumers & make payments on behalf of and disburse funds to individual consumers.
Location: 979 Galapego St
Learn More About Wellpower:
Pay Range & Benefits:
- PFS Advisor II - $28.96/hr
Wellpower is committed to fair and equitable hiring with salaries based on relevant factors, such as work experience, education, and certification/licensure (rather than wage history). Toward the principle of equal pay for equal work, we post and hire within defined hiring salary ranges. We ask all applicants to carefully review the hiring salary range for each posted job opportunity, as we will not hire outside the predetermined range.
All full-time, benefits eligible employees will be eligible for MHCD’s benefits plan. For a full description of benefit offerings, please visit: https://mhcd.org/workplace-of-choice/.
Responsibilities & Duties:
- Receive and record income on behalf of individual consumers.
- Prepare budget with consumer by determining needs and goals.
- Prepare checks to pay expenses and provide consumer personal funds.
- Track all transactions on accounting software.
- Reconcile and monitor balances for compliance with MHCD, state and federal parameters.
- Prepare periodic reports for Social Security Administration and other regulatory agencies. Maintain communication with those agencies in the best interest of consumers.
- Coordinate with MHCD clinical staff when necessary on behalf of consumers.
- Educate, guide, and train other staff on the Client Trust Fund, and the role and responsibilities of Payeeships.
- Maintain a trauma informed environment of wellbeing.
Additional Duties of PFS ADVISOR II
- Assist PFS consumers with reports required by the Social Security Administration.
- Provide one on one budgeting education to consumers in the process of becoming their own payee.
- Facilitate and/or co-facilitate budgeting classes for groups of consumers.
- Submit billing in Avatar for eligible services.
Requirements & Qualifications:
- Education: Bachelor Degree in psychology, social work, or other related human services degree required.
- Experience: Experience working in a community mental health center or within the mental health field preferred. Accounting, bookkeeping, budgeting or broad payeeship experience preferred.
Why else might you want to consider working at WellPower?
- Named Top Workplace - we have been named a Top Workplace by the Denver Post for ten consecutive years
- Champion Social Justice Causes - we are committed to ending anti-Black racism in our community
- 9 Paid Holidays – including Juneteenth, Martin Luther King Jr. Day and more
- Robust Benefits Package – our benefits start at 30 hours per week and include medical, dental, and vision insurance, and a retirement match
- Employee Resource Groups – our ERG’s offer a chance to connect, address workplace challenges and get support from individuals who share similar characteristics or life experiences
- Gainsharing – we offer a bonus to employees if the organization meets certain requirements for the year
- $52,000/year minimum wage for all employees – we believe that our employees should earn a livable wage conducive to the cost of living in Denver, Colorado
- Free Licensure Supervision – for LCSWs/LPCs/LMFTs
- Sports Leagues – we offer a variety of activities for our employees, including bowling, dragon boat racing, volleyball leagues, and more
Tuberculosis (TB) screening, testing - TB screening and testing, is required and must be completed prior to hire ( i.e., preplacement), and maintained during employment.
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