Military Financial Counselor & Deployment Readiness Coach

Magellan Health, Inc.; Corral Crossing (OK); On-site; USD 58,000 - 94,000; Full time

Benefits offered by this job

Short-term incentives

Benefits package

Job summary

Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial counseling services to service members and their families on military installations in Oklahoma. Responsibilities include counseling, conducting workshops, and providing referrals within the DoD context.

The role emphasizes collaboration with command staff, delivery of educational materials, and the use of virtual counseling platforms as needed.

Qualifications

• Bachelor's degree required or equivalent combination of education and work experience.
• At least 3+ years of financial counseling experience.
• Must be a U.S. citizen and fluent in English; bilingual in English/Spanish if required by contract.
• Certifications: AFC, CFP, or ChFC are expected.

Responsibilities

• Provide personal financial counseling and management services to service members and their families at military installations.
• Develop and deliver financial management classes/workshops across the military lifecycle.
• Coordinate with installation leadership and DoD POCs; conduct briefings and referrals as needed.
• Utilize virtual counseling tools (web-based chat, video, secure teleconferencing) when required.
• Maintain compliance with DoD protocols and participate in regular supervision and training.
• All other duties as assigned by the leader.

Skills

Financial counseling

Public speaking

Bilingual English/Spanish

Education

Bachelor's degree

Associate degree + 4 years experience

High school diploma + 6 years experience

Job description

Magellan Health is seeking a Personal Financial Counselor to provide comprehensive financial counseling services to service members and their families on military installations in Oklahoma. Responsibilities include counseling, conducting workshops, and providing referrals within the DoD context.

The role emphasizes collaboration with command staff, delivery of educational materials, and the use of virtual counseling platforms as needed.