Personal Financial Counselor
LADGOV CORPORATION
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
Vacancy posted 1 day ago
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