The Personal Financial Counselor provides financial counseling and education to service members and their families, assisting with budgeting, debt reduction, and financial planning
Job Summary
The Personal Financial Counselor provides financial counseling and education to service members and their families, assisting with budgeting, debt reduction, and financial planning.
The role requires delivering outreach, workshops, and financial education sessions while maintaining confidentiality and compliance with policies.
Work is primarily performed at the Anderson Readiness Center in Salem, OR, with additional travel to military sites statewide and possible telework with approval.
Matching Summary
The Personal Financial Counselor provides financial counseling and education to service members and their families, assisting with budgeting, debt reduction, and financial planning.
Skills & Requirements
Must-have
Personal financial counseling
Budgeting and debt reduction
Financial education workshops
Knowledge of military financial benefits
Confidential financial counseling
Client follow-up and reporting
Nice-to-have
Strong communication skills
Interpersonal skills
Ethical and unbiased guidance
Key Requirements
Bachelor's degree from accredited institution
Certified Financial Planner (CFP®) or equivalent certification
Familiarity with military financial systems
Ability to provide professional financial guidance