Personal Financial Counselor, Tulsa, OK

About the role

This position provides personal financial services at assigned military installations, offering the full breadth of personal financial counseling to military service members and their families.

Responsibilities

• Provide one-on-one financial counseling, consultations with commanders or other providers, briefings, presentations, and referrals to external resources.
• Work closely with installation and military branch Points of Contact (POC) to ensure the program meets installation needs and operates within scope.
• Assist service members in establishing spending plans for extended absences.
• Develop and distribute informational financial materials to service members and families.
• Coordinate, publicize, and deliver Personal Financial Management classes/workshops on topics across the military lifecycle (e.g., first duty station, pre- and post-deployment, career events).
• Respond to requests for age-appropriate financial classes or seminars.
• Utilize virtual counseling or electronic communication modes (e.g., web-based, secure online chat, video-based communications, or secure video teleconference) as authorized.
• Manage "duty to warn" situations according to Department of Defense (DoD) protocol.
• Communicate with leadership and participate in regular supervision, sharing trends and issues from assigned installations.
• Participate in in-services, training, quality improvement committees, or other contract activities as assigned.
• Perform additional duties aligned with the intent of the role as assigned by leadership.

Requirements

• Bachelor’s degree required. Alternatives:
  • Associate degree plus 4 years of relevant experience.
  • High school diploma plus 6 years of relevant experience.
• 3+ years of financial counseling experience.
• U.S. citizenship and fluent English required. Bilingual (English/Spanish) may be required by contract.
• Ability to obtain a favorably adjudicated Tier 2 investigation.
• Must pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process.
• One of the following certifications:
  • Accredited Financial Counselor (AFC).
  • Certified Financial Planner (CFP).
  • Chartered Financial Consultant (ChFC).
• Valid driver’s license.

Pay

Salary range: $58,440 – $93,500. Actual pay will be adjusted based on skills, experience, education, and other job-related factors permitted by law. This position may also be eligible for short-term incentives.

Benefits

Magellan offers a comprehensive benefits package, including health, life, voluntary benefits, and perks to enhance physical, mental, emotional, and financial well-being.