Personal Financial Counselor

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®)

• 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

Powered by JazzHR