Personal Financial Counselor
Listed on 2026-07-07
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Finance & Banking
Financial Advisor / Consultant
Location: Salem, Oregon (Anderson Readiness Center & various military locations statewide)
Key ResponsibilitiesProvide 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
ScheduleCore hours:
Monday-Friday:
Flexible schedule required to support:
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
QualificationsBachelor's degree from an accredited institution
One of the following certifications:
Chartered Financial Consultant (ChFC)
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
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