Financial Readiness Specialist
4 days ago
The Wounded Warrior Project (WWP) is seeking a highly skilled Financial Readiness Specialist to join our team. As a key member of our organization, you will play a critical role in delivering comprehensive financial education and supportive services to wounded warriors and their families.
Key Responsibilities- Develop and deliver financial education programs and services to support the financial stability of wounded service members and their families.
- Manage a caseload of financial readiness cases, maintaining detailed records and providing individualized support to clients.
- Coordinate with external partners to provide financial education and guidance to warriors and their families.
- Provide ongoing education, support, and goal setting to encourage accountability and financial resiliency.
- Conduct non-clinical assessments of warriors' financial situations and needs, triaging their hardship and financial circumstances.
- Provide urgent support to warriors and their families in high-crisis situations, 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.
- 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.
- Bachelor's degree in business, finance, financial management or related field.
- Two years of experience with Salesforce.
- Two years of experience working with an event/planning scheduling system.
- Accredited Financial Counselor (AFC) or pursuing accreditation.
The Wounded Warrior Project is a general office environment with a temperature-controlled workspace. Up to 10% travel may be required.
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Financial Readiness Specialist
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San Diego, California, United States Wounded Warrior Project Full timeJob SummaryWe are seeking a highly skilled and compassionate Financial Readiness Specialist to join our team at the Wounded Warrior Project. As a key member of our organization, you will play a critical role in empowering wounded warriors and their families to achieve financial stability and independence.Key ResponsibilitiesDevelop and Deliver Financial...
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Financial Readiness Specialist
5 days ago
San Diego, California, United States Wounded Warrior Project Full timeJob SummaryWe are seeking a highly skilled and compassionate Financial Readiness Specialist to join our team at the Wounded Warrior Project. As a key member of our organization, you will play a critical role in empowering wounded warriors and their families to achieve financial stability and independence.Key ResponsibilitiesDevelop and Deliver Financial...
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