Personal Financial Counselor, Oklahoma City/Tinker AFB, OK

Magellan Health Services
Oklahoma City
Workplace: OnsiteFull timeUSD 58,440 - 93,500 annuallyFunction: Legal, Risk & ComplianceExperience: 3+ yearsEducation: bachelorsSkills: ["Communication","Presentation","Training","Customer service"]

Provide comprehensive personal financial counseling services to service members and their families at military installations, including education, budgeting, and referrals. Coordinate classes/workshops, use virtual counseling when needed, and collaborate with DoD leadership to ensure program effectiveness across the installation.

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Magellan Health Services
Magellan Health Services
2 months ago

Personal Financial Counselor, Oklahoma City/Tinker AFB, OK

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Source: Company careers pageValidated by: Fursa AI
Last checked: 5 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Provide comprehensive personal financial counseling services to service members and their families at military installations, including education, budgeting, and referrals. Coordinate classes/workshops, use virtual counseling when needed, and collaborate with DoD leadership to ensure program effectiveness across the installation.
Location: Oklahoma City
Workplace: Onsite
Employment Type: Full time
Job Function: Legal, Risk & Compliance
Seniority: Mid level

Key Responsibilities

  • •Provide personal financial counseling and management services directly to service members and their families.
  • •Assist service members in establishing a spending plan for extended absences.
  • •Develop and make available informational financial materials to service members and families.
  • •Coordinate, publicize and provide a wide variety of Personal Financial Management classes/workshops across the military lifecycle.
  • •Utilize virtual counseling or other electronic modes of communication (web, secure chat, video) as appropriate.

Pay and Benefits

Salary: USD 58,440 - 93,500 annually

Key Requirements

  • •Bachelor's degree required; combination of education and work experience may be considered.
  • •3+ years of financial counseling experience.
  • •Must be a U.S. citizen and fluent in English; bilingual in English and Spanish if required by contract.
  • •Must have AFC, CFP, or ChFC certification.
  • •Must be able to obtain a favorable Tier 2 investigation and pass the Congressionally mandated disclosures for OCI.
Experience:3+ yearsMilitary
Education:Bachelor's
Skills:CommunicationPresentationTrainingCustomer service
Certifications:AFCCFPChFC
Languages:EnglishSpanish

Eligibility

Nationality:US National

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