Personal Financial Counselor, Assignment Ready Counselor, Pfc, Oklahoma

Magellan Health

Oklahoma, US
Base: $58,440; maximum: $93,500; benefits: compreh...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual counseling methods
Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families in Oklahoma. The role includes conducting workshops, one-on-one counseling, and collaborating with military personnel to address their financial needs

Job Summary

  • 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.

Matching Summary

Match Score: 85

Magellan Health is seeking a Personal Financial Counselor to provide financial counseling services to military service members and their families in Oklahoma. The role includes conducting workshops, one-on-one counseling, and collaborating with military personnel to address their financial needs.

Salary

Base: $58,440; Maximum: $93,500; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Provide personal financial counseling
  • Conduct financial classes and workshops
  • Utilize virtual counseling methods
  • Manage duty to warn situations

Nice-to-have

  • Coordinate with installation POCs
  • Develop financial informational materials
  • Participate in in-services and 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) certification
  • Must be a U.S. citizen
  • Fluent English speaker

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter