Personal Financial Counselor, Oklahoma City/tinker Afb, Ok

MagellanHealth

Oklahoma City, OK, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Military installation support
Virtual counseling and electronic communication
This position provides personal financial counseling and education services to military service members and their families at assigned military installations

Job Summary

  • This position provides personal financial counseling and education services to military service members and their families at assigned military installations.
  • The role involves conducting one-on-one counseling, briefings, presentations, and coordinating a variety of Personal Financial Management classes across the military lifecycle.
  • Magellan offers a comprehensive benefits package and is proud to be an Equal Opportunity Employer and a Tobacco-free workplace.

Matching Summary

This position provides personal financial counseling and education services to military service members and their families at assigned military installations.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, and voluntary perks

Skills & Requirements

Must-have

  • personal financial counseling services
  • military installation support
  • virtual counseling and electronic communication
  • conducting financial education workshops
  • coordination with military Points of Contact
  • management of duty to warn situations

Nice-to-have

  • publicizing financial management classes
  • participation in quality improvement committees
  • responding to age-appropriate financial education requests

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain Tier 2 investigation clearance
  • Pass Organizational Conflicts of Interest (OCI) process
  • Bilingual English and Spanish if required by contract

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter