Personal Finance Educator (PFE)

OSU Rec Sports - Sport. Leadership. Wellness.•Corvallis, OR

51d•Hybrid

About The Position

This position is for two part-time student jobs within the College of Business at Oregon State University (OSU), specifically for the Center for Advancing Financial Education (CAFE). The role involves providing financial education through one-on-one appointments, workshops, presentations, community outreach, and financial wellness clinics. Students will work alongside Certified Financial Planner™ (CFP®) professionals, faculty, staff, and community partners. The position includes ongoing training, mentorship, and professional development in financial planning, client communication, leadership, and public education. It offers hands-on experience in applying the financial planning process, supporting clients, facilitating educational programs, and expanding financial education access across Oregon. This is a hybrid role with both in-person and remote responsibilities, requiring professionalism, confidentiality, ethical conduct, and client-centered service. Appointments are expected to begin in Fall 2026 with onboarding and training.

Requirements

Academically enrolled and meet all OSU student employment eligibility requirements.
Declared Financial Planning Option student within the Finance major.
Successful completion of FIN 460: Principles of Financial Planning prior to employment (C- or better).
Interest in pursuing a career in financial planning or the broader financial services profession.
Ability to commit to an extensive onboarding and training program during the first academic term.
Ability to work a minimum of 12 hours per week during the academic year.
Strong interpersonal, written, and verbal communication skills.
Demonstrated professionalism, integrity, sound judgment, and ethical decision-making.
Ability to establish rapport while maintaining professional boundaries and client confidentiality.
Strong organizational, time management, and problem-solving skills.
Comfortable learning and utilizing Microsoft Office, Microsoft Teams, Google Workspace, and web-based software.
Must have access to a reliable personal laptop capable of supporting virtual appointments, video conferencing, and other work responsibilities.
Must have access to a private, professional, and distraction-free workspace with reliable internet to conduct confidential virtual appointments and meetings when working remotely.
Must be available to participate in financial wellness clinics throughout the academic year (dates, times, and locations to be determined).

Nice To Haves

Completion of additional Financial Planning Option coursework.
Experience working directly with individuals through customer service, peer education, mentoring, tutoring, coaching, advising, or volunteer service.
Experience presenting to groups or facilitating educational workshops.
Bilingual communication skills and ability to support students and families in other languages.
Eligible for Federal Work Study.
Interest in pursuing CFP® certification following graduation.
Interest in community engagement, financial education, and public service.

Responsibilities

Conduct one-on-one basic financial education appointments with students and community members under the guidance of CAFE professional staff.
Educate clients using the basics of the financial planning process, financial education principles, and coaching techniques to support clients in areas including financial goal setting, budgeting, saving, investing, debt, credit, insurance, and student loan repayment.
Prepare for and execute appointments by reviewing client information, documenting appointment notes, maintaining confidentiality, identifying appropriate campus and community resources, and making referrals when topics fall outside the scope of this role.
Build trusting, respectful relationships with clients while maintaining appropriate professional boundaries and empowering individuals to make informed financial decisions.
Lead or co-facilitate financial wellness presentations and educational workshops for students, families, and community audiences.
Attend weekly team meetings, case discussions, and collaborative debrief sessions to continuously improve client services and financial education skills.
Complete an extensive onboarding and training program during the first academic term and continue participating in ongoing professional development throughout employment.
Complete assigned online modules, certifications, readings, and applied learning activities related to financial planning, coaching, financial wellness, peer education, and inclusive coaching practices.
Shadow experienced Personal Finance Educators, CAFE staff, and CFP® professionals before independently meeting with clients.
Participate in coaching sessions, role-playing activities, reflective practice, case discussions, and individualized feedback meetings designed to strengthen client communication, critical thinking, and financial planning knowledge.
Demonstrate continued growth in professionalism, ethical decision-making, financial planning knowledge, and client engagement.
Participate in community-based financial wellness clinics.
Collaborate with CFP® professionals, Registered Investment Advisor (RIA) partners, Oregon State University Extension personnel, and CAFE staff to deliver presentations, workshops, and one-on-one financial education appointments during financial wellness clinics.
Represent Oregon State University and CAFE professionally while serving students, families, and Oregon communities.
Assist with outreach events, tabling, marketing initiatives, assessment activities, educational resource development, and special projects that expand CAFE's impact across campus and throughout Oregon.