About this role
Job Title: Personal Financial Counselor
Location: Salem, Oregon (Anderson Readiness Center & various military locations statewide)
Key Responsibilities
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Provide personal financial counseling and education to service members and their families
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Assist clients with budgeting, debt reduction, and financial planning
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Educate clients on credit, interest rates, and responsible financial management
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Provide referrals to financial resources, military aid programs, and support services
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Conduct follow-ups on urgent financial cases within required timelines
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Deliver outreach, workshops, and financial education sessions
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Maintain awareness of federal, state, and military financial programs and resources
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Ensure all counseling is confidential and compliant with policies and regulations
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Submit required reports and documentation, including client contact records
Schedule
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Core hours:
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Monday–Friday: 0800–1630
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Flexible schedule required to support:
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Client meetings
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Outreach events
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Workshops and briefings (may occur outside core hours)
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Work performed:
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Primarily at Anderson Readiness Center (Salem, OR)
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Additional travel to military sites across Oregon as needed
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Telework may be authorized with approval
Qualifications
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Bachelor’s degree from an accredited institution
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One of the following certifications:
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Certified Financial Planner (CFP®)
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Chartered Financial Consultant (ChFC®)
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Accredited Financial Counselor (AFC®)
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Strong knowledge of personal finance, budgeting, and debt management
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Familiarity with military financial systems and benefits (e.g., BRS, TSP, SGLI)
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Ability to provide professional, ethical, and unbiased financial guidance
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Strong communication and interpersonal skills