Personal Financial Counselor, Tulsa, Ok

Magellan Health

Tulsa, OK, US
Base: $58,440 - $93,500; bonus/equity: short-term ...
One-on-one financial counseling
Military installation service delivery
Virtual counseling via secure video
This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations

Job Summary

  • This position provides comprehensive personal financial counseling services to military service members and their families at assigned installations.
  • The role requires managing duty-to-warn situations according to Department of Defense protocols and utilizing secure virtual communication tools.
  • Magellan Health offers a comprehensive benefits package including health, life, and voluntary perks alongside the base salary range.

Matching Summary

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

Salary

Base: $58,440 - $93,500; Bonus/Equity: Short-term incentives eligible; Benefits: Comprehensive health, life, and voluntary perks

Skills & Requirements

Must-have

  • One-on-one financial counseling
  • Military installation service delivery
  • Virtual counseling via secure video
  • DoD protocol adherence
  • Spending plan development

Nice-to-have

  • Bilingual English Spanish skills
  • Strong communication with commanders
  • Experience with lifecycle events
  • Quality improvement committee participation

Key Requirements

  • Bachelor's degree or equivalent experience
  • 3+ years financial counseling experience
  • U.S. citizenship required
  • Valid AFC, CFP, or ChFC certification
  • Tier 2 investigation clearance

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter