Personal Financial Counselor

Key Responsibilities

• Provide personal financial counseling and education to service members and their families
• Aid clients with budgeting, debt reduction, and financial planning
• Teach clients about credit, interest rates, and responsible financial management
• Refer clients to financial resources, military aid programs, and support services
• Follow up on urgent financial cases within required timelines
• Deliver outreach, workshops, and financial education sessions
• Stay informed about federal, state, and military financial programs and resources
• Maintain confidentiality and compliance with policies and regulations
• Submit required reports and documentation, including client contact records

Schedule

• Core hours: Monday–Friday, 0800–1630
• Flexible schedule required for client meetings, outreach events, and workshops
• Work performed primarily at Anderson Readiness Center (Salem, OR), with 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