Financial Counselor

1 month ago


Tulsa, Oklahoma, United States Magellan Health Full time
Job Summary

We are seeking a highly skilled Personal Financial Counselor to provide expert financial guidance and support to military service members and their families at assigned installations. As a key member of our team, you will play a critical role in helping our clients achieve financial stability and security.

Key Responsibilities
  • Provide one-on-one financial counseling and education to service members and their families.
  • Develop and deliver financial management classes and workshops to address various aspects of military life.
  • Collaborate with installation and military branch Points of Contact to ensure program effectiveness and meet installation needs.
  • Utilize virtual counseling and electronic communication tools to provide support to clients.
  • Manage duty to warn situations according to Department of Defense protocol.
  • Participate in regular supervision, training, and quality improvement activities.
Requirements
  • Bachelor's degree required; may consider applicants with an associate degree plus 4 years' experience or a high school diploma plus 6 years' experience.
  • 3+ years of financial counseling experience.
  • Must be a U.S. citizen and speak fluent English; bilingual in English and Spanish may be required by contract.
  • Be able to obtain a favorably adjudicated Tier 2 investigation.
  • Hold one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).
What We Offer

As a Magellan Health employee, you will enjoy a comprehensive benefits package, including health, life, and voluntary benefits, as well as opportunities for professional growth and development. We are proud to be an Equal Opportunity Employer and a Tobacco-free workplace.


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