Personal Financial Counselor (Salem)

Personal Financial Counselor (Salem)

17 Aug
|
Ladgov
|
Salem

17 Aug

Ladgov

Salem

Job Title: 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®)

- Robust 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

📌 Personal Financial Counselor (Salem)
🏢 Ladgov
📍 Salem

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