Personal Financial Counselor - Oklahoma City, OK

About the role

This position is available to Veterans, Transitioning Military, National Guard and Reserve Members, Military Spouses, Wounded Warriors, and their Caregivers. It provides coverage in short-term, surge and on-demand situations related to military needs.

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.
• Respond to requests for age-appropriate classes or seminars.
• Utilize virtual counseling or other electronic modes of communication, such as web-based, secure online chat, or video-based communications.
• Manage duty to warn situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular individual and group supervision.
• Participate in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.

Requirements

• Bachelor's degree required. Associate degree plus 4 years' experience or high school diploma plus 6 years' experience may be considered in lieu of a bachelor's degree.
• 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English. Bilingual in English and Spanish if required by the contract.
• Must be able to obtain a favorably adjudicated Tier 2 investigation.
• Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Qualifications

• High School/GED

Skills

• Financial Counseling
• Virtual Counseling
• Communication Skills
• Leadership

Benefits

Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Pay

Salary Range: $58,440 - $93,500

Schedule

On-site at the location detailed in the job post.