Personal Financial Counselor

Job Title:

Personal Financial Counselor

Location:

Salem, Oregon (Anderson Readiness Center & various military locations statewide)

Key Responsibilities

Provide personal financial counseling and education to service members and their families

Assist clients with budgeting, debt reduction, and financial planning

Educate clients on credit, interest rates, and responsible financial management

Provide referrals to financial resources, military aid programs, and support services

Conduct follow-ups on urgent financial cases within required timelines

Deliver outreach, workshops, and financial education sessions

Maintain awareness of federal, state, and military financial programs and resources

Ensure all counseling is confidential and compliant with policies and regulations

Submit required reports and documentation, including client contact records

Schedule

Core hours:

Monday–Friday: 0800–1630

Flexible schedule required to support:

Client meetings

Outreach events

Workshops and briefings (may occur outside core hours)

Work performed:

Primarily at Anderson Readiness Center (Salem, OR)

Additional travel to military sites across Oregon as needed

Telework may be authorized with approval

Qualifications

Bachelor's degree from an accredited institution

One of the following certifications:

Certified Financial Planner (CFP®)

Chartered Financial Consultant (ChFC®)

Accredited Financial Counselor (AFC®)

Strong knowledge of personal finance, budgeting, and debt management

Familiarity with military financial systems and benefits (e.g., BRS, TSP, SGLI)

Ability to provide professional, ethical, and unbiased financial guidance

Strong communication and interpersonal skills

• Seniority: Mid Level
• Education: Bachelor's degree required
• Languages: English