Personal Financial Counselor

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