Personal Finance Educator (PFE)

Special Instructions to Applicants:

Job Description:

Position Duties

• 65% – Personal Finance Education & Client Services
• 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 learned through coursework and CAFE training to support clients in fundamental 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
• 20% – Professional Training & Development
• 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
• 15% – Community Engagement & Program Support
• Participate in community-based financial wellness clinics (dates, times, and locations to be determined)
• 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

Transferable Skill Development

• OSU is committed to ensuring students are prepared for success after graduation through intentional skill development as student employees. The competencies students develop while working at OSU are defined by the National Association of Colleges and Employers (NACE) as the essential skills employers seek in their hires. In this position, students learn and build vital career-readiness skills in the primary areas below:
• Critical Thinking, Professionalism, Equity & Inclusion, Career & Self Development

Qualifications:

• Full Employment Eligibility Requirements can be found here: https://hr.oregonstate.edu/student-employment-manual/500-employment-eligibility-requirements
• Must be academically enrolled in a high school, community college, or university and pursuing a program or course of study
• Must meet Academic Standing Requirements; students on academic suspension are not eligible for employment
• Must meet the applicable minimal enrollment standard High School student: Regularly enrolled in a high school or participating in a home-schooling program Undergraduate and post-baccalaureate student: 6 credit hours per term Undergraduate international student: 12 credit hours per term* Graduate student officially admitted to Graduate School: 5 credit hours per term Graduate international student officially admitted to Graduate School: 9 credit hours per term*
• High School student: Regularly enrolled in a high school or participating in a home-schooling program
• Undergraduate and post-baccalaureate student: 6 credit hours per term
• Undergraduate international student: 12 credit hours per term*
• Graduate student officially admitted to Graduate School: 5 credit hours per term
• Graduate international student officially admitted to Graduate School: 9 credit hours per term*
• *International students may be allowed to carry fewer hours than specified above and still be considered “full-time” by the United States Citizenship and Immigration Services ( USCIS ). A reduced course load is approved by the Office of International Services ( OIS ), and must be provided to the Student Employment Center.

Required

Additional Required Qualifications

• 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 workshop
• 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
• This position is designated as a critical or security-sensitive position; therefore, the incumbent must successfully complete a Criminal History Check and be determined to be position qualified as per OSU Standard 576-055-0000 et seq. Incumbents are required to self-report convictions and those in Youth Programs may have additional Criminal History Checks every 2 years.