Personal Financial Counselor, Tulsa, Ok

MagellanHealth

Tulsa, OK, US
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Military installation program coordination
Virtual and electronic counseling communication
This position will provide personal financial services at assigned military installations addressing the full breadth of counseling, education, and referral services to service members and their families

Job Summary

  • This position will provide personal financial services at assigned military installations addressing the full breadth of counseling, education, and referral services to service members and their families.
  • The role includes coordinating and delivering a variety of Personal Financial Management classes and workshops tailored to different stages of the military lifecycle.
  • Magellan offers a comprehensive benefits package and fosters a workplace that supports physical, mental, emotional, and financial wellbeing.

Matching Summary

This position will provide personal financial services at assigned military installations addressing the full breadth of counseling, education, and referral services to service members and their families.

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 program coordination
  • Virtual and electronic counseling communication
  • Financial education and workshop delivery
  • Duty to warn management

Nice-to-have

  • Collaboration with military leadership
  • Quality improvement participation
  • Age-appropriate financial class response

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 process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter