Military Personal Finance & Wellness Counselor

Magellan Federal; Tulsa (OK); On-site; USD 58,000 - 94,000; Full time

Job summary

Magellan Federal seeks a Personal Financial Counselor to deliver one-on-one and group financial counseling to service members and their families at assigned military installations, focusing on budgeting, planning for absences, and financial education resources. The role requires collaboration with POC contacts across installations to ensure program scope and needs are met.

Responsibilities include conducting classes, using virtual counseling where appropriate, and contributing to program

Qualifications

• Must have 3+ years of financial counseling experience.
• Must be a U.S. citizen and speak fluent English.
• If required by the contract, must be bilingual in English and Spanish.
• Must have one of the following certifications: AFC, CFP, or ChFC.

Responsibilities

• Provide personal financial counseling and management services to service members and families.
• Assist service members in establishing spending plans for extended absences.
• Develop and provide informational financial materials to service members and families.
• Coordinate and deliver Personal Financial Management classes/workshops.

Skills

Fluent English

Bilingual English/Spanish

Education

Bachelor's degree

Combination of Education and Work Experience

High school diploma + 6 years' experience

Job description

Magellan Federal seeks a Personal Financial Counselor to deliver one-on-one and group financial counseling to service members and their families at assigned military installations, focusing on budgeting, planning for absences, and financial education resources. The role requires collaboration with POC contacts across installations to ensure program scope and needs are met.

Responsibilities include conducting classes, using virtual counseling where appropriate, and contributing to program