Personal Financial Counselor Fort Sill, Ok

Magellan Health

Fort Sill, Oklahoma, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
On-site
Provide personal financial counseling
Conduct financial classes and workshops
Utilize virtual communication methods
Magellan Health is seeking a Personal Financial Counselor to provide financial services to military service members and their families at Fort Sill, Oklahoma. The role involves offering counseling, education, and resources related to personal finance, and requires relevant experience and certifications

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 one-on-one counseling, consultation, conducting briefings, providing referral resources, and developing financial materials.
  • The role requires a Bachelor's degree or equivalent experience, 3+ years of financial counseling experience, and specific certifications like AFC, CFP, or ChFC.

Matching Summary

Match Score: 75

Magellan Health is seeking a Personal Financial Counselor to provide financial services to military service members and their families at Fort Sill, Oklahoma. The role involves offering counseling, education, and resources related to personal finance, and requires relevant experience and certifications.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Coordinate with installation POCs
  • Develop informational financial materials
  • Respond to age-appropriate class requests

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • Accredited Financial Counselor (AFC)
  • Certified Financial Planner (CFP)
  • Chartered Financial Consultant (ChFC)
  • US citizen
  • Fluent English

Work Rights

Must have favorably adjudicated Tier 2 investigation

Tailored Resume

Cover Letter