- Location
- Salem, OR
- Type
- Full-time
- Department
- Finance
- Closing date
- Jun 29, 2026
- Source
- ApplyToJob
Description
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
