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Personal Financial Counselor

Ladgov CorporationSalem, OR
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Overview

Schedule
Alternate-schedule
Full-time
Career level
Senior-level
Remote
Option for remote
Benefits
Life Insurance
Career Development

Job 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

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FAQs About Personal Financial Counselor Jobs at Ladgov Corporation

What is the work location for this position at Ladgov Corporation?
This job at Ladgov Corporation is located in Salem, OR, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.
What pay range can candidates expect for this role at Ladgov Corporation?
Employer has not shared pay details for this role.
What employment applies to this position at Ladgov Corporation?
Ladgov Corporation lists this position under the following employment categories:
  • Alternate-schedule
  • Full-time
What experience level is required for this role at Ladgov Corporation?
Ladgov Corporation is looking for a candidate with "Senior-level" experience level.
Does Ladgov Corporation allow remote work for this role?
Yes, this position at Ladgov Corporation supports remote work, giving candidates the flexibility to work outside the primary office location.
What benefits are offered by Ladgov Corporation for this role?
Ladgov Corporation offers following benefits: Life Insurance and Career Development for this position. Actual benefits may vary depending on the employer's policies and employment terms.
What is the process to apply for this position at Ladgov Corporation?
You can apply for this role at Ladgov Corporation either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.