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Personal Financial Counselor, Tulsa, OK

Magellan HealthTulsa, OK, United States
$58,440.00 yearly
Full-time

Personal Financial Counselor, Tulsa, OK.This position will provide personal financial services at assigned military installations.Primary responsibilities include the full breadth of personal finan... Show more

International Education Counselor - Latin America

Oral Roberts UniversityTulsa, OK, United States
Full-time

International Education Counselor.Oral Roberts University is a Christian University located in Tulsa, Oklahoma.As a globally recognized, Holy Spirit-empowered University, we develop whole leaders f... Show more

Lead CUA I - North Pointe

TTCUTulsa, OK, United States
Full-time

The Lead Credit Union Advisor I plays a key role in delivering exceptional member service by assisting with transactions, deposit and loan account opening and maintenance.They support branch operat... Show more

Mortgage Banker

BOK FinancialTulsa, OK, United States
Full-time

Tulsa, OK, US, 74101 Req ID: 77989 Location: Tulsa -TUL Areas of Interest: Mortgage, Loan Origination Pay Transparency Salary Range: Not Available Application Deadline: 09/30/2026 BOK Financial Cor... Show more

Patient Financial Counselor

Saint Francis Health SystemTulsa, OK, United States
Full-time

Job Summary: The Patient Financial Counselor ensures timely financial counseling of all patients creating a positive impression and maintaining good customer principles for each patient, family mem... Show more

Targeted Support Coordinator

Tulsa Public SchoolsTulsa, OK, United States
Full-time

Student and Family Support Services provides a data-driven, multi-tiered system of support through prevention and intervention services addressing students' social, emotional, behavioral, health, a... Show more

Bilingual Medical Receptionist

Trinity Employment SpecialistsTulsa, OK, US
$18.00 hourly
Full-time
Quick Apply

Bilingual Medical Front Desk Specialist – Mental Health Clinic | Oklahoma.Full-Time | Day Shift | Clinic Hours.In-Person | Front Office | Healthcare Support.Front Desk Specialist – Must-Have Requir... Show more

Case Manager, COPES Team

Family & Children's ServicesTulsa, OK, United States
$58,000.00 yearly
Full-time

K/year salary plus $3,000 COPES Premium and $1,000 bonus Premium medical, dental & vision benefits plus Zerocard 75% employer-paid medical premiums Retirement Savings 403(b) plan with up to 6% empl... Show more

Medical Case Manager - Workers' Compensation

ForzaCareTulsa, OK, United States
Full-time

Medical Case Manager - Workers' Compensation.Founded in 2022, ForzaCare is a purpose-driven organization that helps injured individuals recover faster and return to work safely through coordinated,... Show more

Swim Instructor

Goldfish Swim School - Tulsa HillsTulsa, OK, US
$14.00–$16.00 hourly
Part-time

Are you looking for a great gig where the work is actually fun? Do you want to work somewhere you can get real job experience and make a difference? Check out Goldfish Swim School! We’re a rapidly ... Show more

Merrill Financial Solutions Advisor (Partially Licensed) - Oklahoma Market

Bank of AmericaTulsa, OK, United States
Full-time

Merrill Wealth Management Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and i... Show more

Licensed Marriage Family Therapist Supervisor

Gotham Enterprises LtdTulsa, OK, US
Remote
Full-time
Quick Apply

Licensed Marriage Family Therapist Supervisor.Gotham Enterprises Ltd is seeking Oklahoma clinical supervisors who are interested in guiding mental health professionals through licensure and clinica... Show more

Personal Financial Counselor - Tulsa, OK

MsccnTulsa, OK, United States
Full-time

Our organization works with partner companies to source qualified talent for their open roles.The following position is available to Veterans, Transitioning Military, National Guard and Reserve Mem... Show more

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Personal Financial Counselor, Tulsa, OK

Personal Financial Counselor, Tulsa, OK

Magellan HealthTulsa, OK, United States
30+ days ago
Salary
$58,440.00 yearly
Job type
  • Full-time
Job description

Personal Financial Counselor, Tulsa, OK

This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is providing within scope and meets the needs of the installation.

Responsibilities include:

  • Providing personal financial counseling and management services directly to service members and their families.
  • Assisting service members in establishing a spending plan for extended absences.
  • Developing and making available informational financial materials to service members and families.
  • Coordinating, publicizing and providing a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
  • Responding to requests for age-appropriate classes or seminars.
  • Possessing the skills to effectively utilize virtual counseling or other electronic modes of communication, such as web based, secure online chat, or video-based communications and secure video teleconference sponsored by the customer. Virtual PFC support may only be authorized by OSD FINRED Program office.
  • Managing duty to warn situations according to Department of Defense (DoD) protocol.
  • Communicating with leadership and participating in regular individual and group supervision, sharing information regarding trends and issues on the installations to which the counselor is assigned.
  • Participating in regular in-services/training, quality improvement committees or other contract activities as assigned/appropriate.
  • All other duties as assigned.

The job duties listed above are representative and not intended to be all-inclusive of what may be expected of an employee assigned to this job. A leader may assign additional or other duties which would align with the intent of this job, without revision to the job description.

Other Job Requirements

Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of bachelor's degree. May consider applicants with a high school diploma plus 6 years' experience in lieu of a bachelor's degree. 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. Be able to obtain a favorably adjudicated Tier 2 investigation. Must be able to pass the Congressionally Mandated Disclosures for Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC).

Salary Range

Salary Minimum: $58,440

Salary Maximum: $93,500

This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Actual pay will be adjusted based on an individual's skills, experience, education, and other job-related factors permitted by law.

This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad range of health, life, voluntary and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing.

Magellan Health, Inc. is proud to be an Equal Opportunity Employer and a Tobacco-free workplace. EOE/M/F/Vet/Disabled.