Financial Readiness Specialist
23 hours ago
We 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 providing financial education and support to wounded warriors and their families.
Key Responsibilities- Develop and deliver comprehensive 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 accurate records and providing individualized support to clients.
- Collaborate with external partners and vendors to provide financial education and guidance to warriors and their families.
- Conduct ongoing education and support to empower warriors to make informed financial decisions and develop personalized plans for financial resiliency.
- Provide exceptional customer service and support to warriors, family members, and internal partners.
- 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 Certified Financial Health Counselor (CFHC) certification.
This is a general office environment with up to 10% travel required.
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Financial Readiness Specialist
2 weeks ago
Washington, United States Wounded Warrior Project Full timeFinancial Readiness Specialist RoleWounded Warrior Project is seeking a skilled Financial Readiness Specialist to join our team. As a key member of our organization, you will play a vital role in delivering comprehensive financial education and supportive services to empower wounded warriors and their families to achieve financial stability and...
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Readiness Analysis Specialist
1 week ago
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Financial Planning Specialist
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Financial Operations Specialist
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Financial Operations Specialist
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Veteran Financial Empowerment Specialist
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