Personal Financial Counselor

Ladgov Corporation • Salem, OR

9d • Hybrid

About The Position

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

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®)
• 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

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

What This Job Offers

• Job Type: Full-time
• Number of Employees: 1-10 employees