Personal Financial Counselor (Oregon National Guard Support)

Cornerstone Signals & Cyber Technologies LLC•Salem, OR

4d•Hybrid

About The Position

Cornerstone seeks a Personal Financial Counselor (PFC) to support the Oregon National Guard’s Service Member and Family Support (SMFS) mission. The selected candidate provides comprehensive financial counseling, education, and outreach services to Service Members, veterans, and their families. This role directly contributes to financial readiness, mission readiness, and family stability, ensuring clients receive practical, ethical, and actionable financial guidance.

Requirements

Bachelor’s Degree from an accredited institution
One of the following certifications: Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Financial Counselor (AFC®)
Minimum 3–5 years of experience in financial counseling, coaching, or advising
Strong knowledge of budgeting and debt management, credit systems and financial risk, and retirement planning concepts
Ability to obtain and maintain: Common Access Card (CAC) and favorable background investigation
Completes required DoD training (IA, OPSEC, etc.)
Works on military installations and complies with all access requirements
Demonstrates strong interpersonal and counseling skills
Builds trust with diverse populations
Maintains a high level of integrity and professionalism
Operates as a self-starter with strong organizational skills
Translates complex financial topics into practical, actionable guidance

Nice To Haves

Experience supporting military personnel or government programs
Familiarity with Thrift Savings Plan (TSP), Blended Retirement System (BRS), VA home loans and military pay systems
Experience delivering group training or public speaking
Background in behavioral financial counseling or financial readiness programs

Responsibilities

Provides one-on-one financial counseling to Service Members, retirees, and families
Develops personalized budgets, debt reduction strategies, and financial plans
Educates clients on credit management and interest impacts, major financial decisions (homes, vehicles, education), and retirement systems (TSP, BRS)
Maintains strict confidentiality and compliance with client privacy requirements
Identifies clients at risk of financial hardship or instability
Coordinates referrals to military relief organizations, financial institutions, and state and federal assistance programs
Conducts follow-ups on urgent cases within required timelines
Delivers financial education briefings and workshops
Conducts outreach with community and military organizations
Supports events such as drill weekends, Yellow Ribbon events, and Family readiness programs
Prepares and maintains current training materials aligned with client needs
Delivers required financial readiness training in accordance with DoD guidance
Supports lifecycle financial education for Service Members
Ensures timely delivery of training requests
Tracks and reports client engagement and service delivery metrics
Prepares monthly reports with trends and analysis and recommendations to leadership
Supports analysis of financial readiness trends across units