Personal Financial Counselor

Personal Financial Counselor

Responsibilities

• Salem, Oregon (Anderson Readiness Center & various military locations statewide)
• 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
• Monday–Friday: 0800–1630
• Client meetings
• Outreach events
• Workshops and briefings (may occur outside core hours)

Requirements

• Bachelor’s degree from an accredited institution

Certified Financial Planner (CFP®)

• 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

Preferred

• Chartered Financial Consultant (ChFC®)
• Strong knowledge of personal finance, budgeting, and debt management

Benefits

• Accredited Financial Counselor (AFC®)

Work performed

Primarily at Anderson Readiness Center (Salem, OR)

• Additional travel to military sites across Oregon as needed
• Telework may be authorized with approval