Financial Readiness Specialist

4 days ago


San Diego, California, United States Wounded Warrior Project Full time
Job Summary

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.
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.
  • Bachelor's degree in business, finance, financial management or related field.
Preferred Qualifications
  • Two years of experience with Salesforce.
  • Two years of experience working with an event/planning scheduling system.
  • Accredited Financial Counselor (AFC) or pursuing accreditation.
Work Environment

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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