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About the Role

The Financial Readiness Specialist oversees and delivers a comprehensive financial education training and supportive services program emphasizing individual financial responsibility and accountability, improvement of economic well-being, and enhancement of the financial literacy of wounded warriors and family members. This role provides an individualized, holistic approach focused on long-term financial resiliency and stability for warriors and their families, and serves as a case manager providing personal assessments of the warrior’s financial needs at critical times in their lives and connects them to internal and external financial resources.

Responsibilities

Develop and deliver program services and financial education curriculum to support and educate wounded service members and family support members to help them attain financial stability.
Manage a Financial Readiness (FR) case load and maintain detailed records including case notes, interaction entries, reporting requirements, and other documentation.
Coordinate with vendors and outside parties to provide warriors and their families with financial education, such as seminars, financial guidance, debt management, and credit counseling.
Provide practical knowledge and educational guidance to empower warriors to make informed decisions and develop personalized plans to achieve financial resiliency.
Conduct on-going continued education, support, and goal setting to encourage accountability.
Provide an individualized experience to warriors, family support members, internal and external partners.
Assist with continuous evaluation of ongoing financial education services to ensure program is meeting warrior needs.
Serve as back up to the coordinator(s) for administrative and logistical support of the program as needed.
Conduct non-clinical assessments of warriors and their family support members' financial situation and needs, triaging their hardship and financial circumstances, and responding appropriately to determine if their needs align with policy guidelines for emergency financial assistance.
Provide urgent support to warriors and their family members in high-crisis, fast-paced situations by connecting them with immediate assistance for emergent financial needs.
Record data systematically in the WWP system of record, Salesforce, to ensure accurate tracking and organization of information.
Refer warriors and family members to appropriate WWP programs and community resources.
Attend and actively participate in required training and/or meetings.

Requirements

Four years of experience in financial counseling, financial education, or personal financial management services.
Two years of experience working with military or veteran’s population.
Ability to obtain ASIST Certification within 1 year of hire.

Skills

Proficiency in personal financial management principles, including the ability to recognize ineffective money management habits and provide clear explanations on methods for improvement.
Exceptional interpersonal skills, emotional intelligence and understanding of the unique needs of military, veterans, and their family members.
Ability to maintain confidentiality and to exercise good judgment when responding to crisis situations and sensitive matters.
Strong written and verbal communication skills.
Strong organizational and time management skills.
Ability to respond to changing priorities and complete assignments and meet deadlines in a fast-paced, demanding working environment.
Effective public speaking skills, enabling the delivery of financial education information to large groups with clarity and impact.
Ability to effectively communicate with, develop and maintain professional relationships with teammates and external partners of diverse backgrounds and skill levels.
Proficient in recognizing risks, identifying opportunities, and analyzing trends, with the ability to communicate these insights effectively to management.
Computer proficiency using Microsoft Office Word, Excel, Outlook, and PowerPoint.
Proactive approach and a willingness to take initiative.
Unequivocal commitment to the highest standards of personal and business ethics and conduct.
Mission-driven, guided by core values, and a pleasure to work with.

Location

Hybrid

Work Type

Hybrid
Full-time

Experience Level

4 years of experience in financial counseling, financial education, or personal financial management services
2 years of experience working with military or veteran’s population
2 years of experience with Salesforce (preferred)
2 years of experience working with an event/planning scheduling system (preferred)

Education Level

Bachelor’s degree in business, finance, financial management or related field. Equivalent combination of applicable education, training, certification, and experience may be considered in lieu of degree.

Salary/Compensations

For Colorado Applicants: The estimated hiring range for this position is between $60,211 - $75,264 annual base salary.
For Chicago, IL, and San Diego, CA Applicants: The estimated hiring range for this position is between $65,945 - $82,432 annual base salary.
For Washington, D.C. Applicants: The estimated hiring range for this position is between $68,812 - $86,016 annual base salary.
For New York Applicants: The estimated hiring range for this position is between $71,680 - $89,600 annual base salary.
For Washington State Applicants: The estimated hiring range for this position is between $80,168.40 - $82,432 annual base salary.

Benefits

A flexible hybrid work schedule (three days in the office, two days’ work from home)
Full medical, dental, and vision coverage for both teammates AND family members
Competitive pay and performance incentives
Medical/Prescription drug
Dental
Vision
Life/AD&D
Short-term Disability
Long-term Disability
Employee Assistance Program
401(k)-retirement plan
Competitive PTO package
Sick Leave
Family Care Leave
Paid Holidays
Birthday Holiday
Education Assistance
Teammate Wellness Program
Bereavement Leave

About the Company

Great benefits. Competitive pay. We know these are some of the things people look for in a job.
When you join Wounded Warrior Project® (WWP), you’re committing to making a difference. We make a commitment to you, too – helping you to find that spark, ignite your passion to serve, and embark on a career with meaning and purpose.
At WWP™, we recognize our mission cannot be accomplished without our talented teammates, which is why we’re proud to offer benefits such as:
A mission that matters is just the beginning, so if you’re ready to get started, we’re ready for you.
We recognize the success of our mission depends on the efforts of our passionate, hard-working teammates. To help teammates remain focused on the warriors and families we serve, WWP offers a comprehensive benefits package that includes;

Equal Opportunity

Wounded Warrior Project® is an equal opportunity employer committed to providing equal employment opportunity to all persons without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, marital status, citizenship, age, veteran or military status, disability, genetic information, or any other characteristic protected by law.