Personal Financial Counselor, Oklahoma City/tinker Afb, Ok

Magellan Health

Oklahoma City, OK, USA
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial management classes
Utilize virtual communication methods
This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families

Job Summary

  • This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families.
  • Responsibilities include assisting service members with spending plans, developing financial materials, and coordinating/providing financial management classes and workshops.
  • The role requires effective utilization of virtual counseling methods, management of duty to warn situations, and communication with installation leadership.

Matching Summary

This position will provide personal financial services at assigned military installations, offering education and counseling to service members and their families.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial management classes
  • Utilize virtual communication methods
  • Manage duty to warn situations

Nice-to-have

  • Coordinate with installation POCs
  • Develop informational financial materials
  • Communicate with leadership
  • Participate in in-services/training

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years of financial counseling experience
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC)
  • Must be a U.S. citizen
  • Must obtain Tier 2 investigation

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter