Personal Financial Counselor, Assignment Ready Counselor, PFC, Oklahoma

Magellan Health Services
United States
Workplace: OnsitePart timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation skills","Coordination","Adaptability","Supervision"]

Provide personal financial counseling to military service members and their families at assigned installations, delivering one-on-one counseling, consultations with commanders/providers, briefings, and referrals. Support surge and short-term coverage for absent counselors and coordinate installation needs with military points of contact. Develop financial materials and organize personal financial management classes/workshops across the military lifecycle, including virtual counseling and duty-to-warn responsibilities.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, Assignment Ready Counselor, PFC, Oklahoma

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Last checked: 21 hours agoStatus: Live

Job Summary

Provide personal financial counseling to military service members and their families at assigned installations, delivering one-on-one counseling, consultations with commanders/providers, briefings, and referrals. Support surge and short-term coverage for absent counselors and coordinate installation needs with military points of contact. Develop financial materials and organize personal financial management classes/workshops across the military lifecycle, including virtual counseling and duty-to-warn responsibilities.
Location: United States
Workplace: Onsite
Employment Type: Part time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide the full breadth of personal financial counseling services to service members and families at military installations.
  • •Assist service members with establishing spending plans for extended absences.
  • •Develop and make available informational financial materials for service members and families.
  • •Coordinate, publicize, and provide personal financial management classes/workshops across the military lifecycle.
  • •Use virtual counseling/electronic communication modes when authorized, manage duty to warn situations, and participate in supervision and training activities.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually
Perks:Health InsuranceLife Insurance

Key Requirements

  • •Bachelor's degree required; may consider an associate degree with 4 years' experience or a high school diploma with 6 years' experience in lieu of bachelor's.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and speak fluent English.
  • •If required by the contract, be bilingual in English and Spanish.
  • •Obtain a favorably adjudicated Tier 2 investigation and pass the OCI process; hold one of AFC, CFP, or ChFC certifications.
Experience:3+ yearsMilitaryFinancial counseling
Education:Bachelor's
Skills:CommunicationPresentation skillsCoordinationAdaptabilitySupervision
Licenses:Driver License
Certifications:Accredited Financial Counselor (AFC)Certified Financial Planner (CFP)Chartered Financial Consultant (ChFC)
Languages:EnglishSpanish
Tech Stack:Web-based communicationsSecure online chatVideo-based communicationsSecure video teleconference

Eligibility

Nationality:US National
Security Clearance:Tier 2

Company Brief

Magellan Health Services
Provides managed behavioral health, specialty healthcare, pharmacy management, and population health services to health plans, employers, and government agencies, focusing on improving outcomes and reducing costs through integrated care solutions.
Industry: HealthTech
Company Size: Enterprise (1,001+ employees)
Growth: Established Company
Funding: IPO / Publicly Listed
Headquarters: Scottsdale, United States
Founded: 1969
WebsiteLinkedIn