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Personal Financial Counselor Jobs (NOW HIRING)

Magellan Health Services

$58K - $93K/yr

Provides personal financial counseling and management services directly to service members and their families. * Assists service members in establishing a spending plan for extended absences.

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$24

How much do personal financial counselor jobs pay per hour?

As of Jul 17, 2026, the average hourly pay for personal financial counselor in the United States is $24.04, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $24.04 per hour, depending on experience, location, and employer.

What is a Personal Financial Counselor?

A Personal Financial Counselor is a professional who helps individuals and families manage their finances, set financial goals, and develop personalized plans to achieve them. They provide guidance on budgeting, saving, investing, debt management, and retirement planning. Personal Financial Counselors often work with clients during major life events or financial challenges, offering tailored advice to improve financial well-being. Unlike financial advisors, they typically focus more on education and counseling rather than selling financial products.

What are some common challenges Personal Financial Counselors face when working with clients, and how can these be addressed?

Personal Financial Counselors often encounter clients who are hesitant to discuss their financial situations or may be resistant to changing long-standing financial habits. Building trust and rapport is essential to help clients feel comfortable sharing personal information. Counselors must also stay current on financial regulations and products to provide accurate advice. Addressing these challenges typically involves strong interpersonal skills, ongoing professional development, and a commitment to client education and empowerment.

What is the difference between Personal Financial Counselor vs Financial Advisor?

AspectPersonal Financial CounselorFinancial Advisor
CredentialsCertifications like CFP, AFC, or similarCFP, CFA, or similar certifications
Work EnvironmentFinancial institutions, credit counseling agencies, non-profitsPrivate firms, banks, investment companies
Employer & IndustryFinancial services, credit counseling, non-profitFinancial planning, investment management

While both roles involve financial guidance, a Personal Financial Counselor primarily helps clients manage debt, budgeting, and credit issues, often in non-profit or credit counseling settings. A Financial Advisor typically provides investment advice and wealth management services. The two roles share certifications and work environments but focus on different aspects of personal finance.

What are the key skills and qualifications needed to thrive as a Personal Financial Counselor, and why are they important?

To thrive as a Personal Financial Counselor, you need a solid understanding of financial planning, budgeting, and investment strategies, often supported by a degree in finance, accounting, or a related field. Familiarity with financial planning software, spreadsheet tools like Excel, and certifications such as AFC (Accredited Financial Counselor) are typically required. Strong interpersonal skills, empathy, and the ability to communicate complex ideas simply help build trust and motivate clients. These skills are vital to effectively guide clients toward financial stability and long-term success.
More about Personal Financial Counselor jobs
Who are the top companies hiring for Personal Financial Counselor jobs? The top employers for Personal Financial Counselor jobs are:
What states have the most Personal Financial Counselor jobs? States with the most job openings for Personal Financial Counselor jobs include:
What job categories do people searching Personal Financial Counselor jobs look for? The top searched job categories for Personal Financial Counselor jobs are:
Personal Financial Counselor jobs near you
Infographic showing various Personal Financial Counselor job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, 3% Temporary, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $50,000 per year, or $24 per hour.
Personal Financial Counselor

Personal Financial Counselor

Ladgov Corporation

Salem, OR • On-site

Full-time

Re-posted 17 days ago

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
LADGOV logo

About LADGOV

Sourced by ZipRecruiter

Ladgov Corporation is a Small business headquartered in Williamsburg, VA. We provide solutions to our clients in the U.S and around the globe. Ladgov’s Capabilities span from providing Public Health services in Biomedical Engineering, Bio-Pharmaceutical Research to IT & Cyber Security Solutions, Project Management, Data Analytics as well as Religious Services, Facility Management, Education Support services, and Infrastructure Management Services. LADGOV Corporation is dedicated to supporting its customers both in the private and federal space by fulfilling its commitment to each requirement and achieving exceptional results. Our staff uses modern cutting-edge technology to provide the best solutions to your mission needs. Satisfaction guaranteed!

Industry

Professional, scientific, and technical services

Company size

11 - 50 Employees

Headquarters location

Williamsburg, VA, US

Social media

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