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Financial Readiness Specialist

2 months ago

Tacoma, Washington, United States Wounded Warrior Project Full time
Financial Readiness Specialist

At Wounded Warrior Project (WWP), we're committed to empowering wounded warriors and their families to achieve financial stability and independence. As a Financial Readiness Specialist, you'll play a critical role in delivering comprehensive financial education and supportive services to our veterans.

Key Responsibilities:
  • Develop and deliver financial education programs and services to support wounded service members and their families.
  • Manage a caseload of financial readiness cases, providing individualized support and guidance to warriors and their families.
  • Collaborate with internal and external partners to provide access to financial resources and services.
  • Conduct financial assessments and provide personalized recommendations to help warriors achieve financial stability.
  • Develop and maintain relationships with vendors and external partners to provide financial education and support services.
  • Provide ongoing support and guidance to warriors and their families, helping them to achieve their financial goals.
Requirements:
  • Four years of experience in financial counseling, financial education, or personal financial management services.
  • Two years of experience working with military or veteran populations.
Preferred Qualifications:
  • Two years of experience with Salesforce.
  • Two years of experience working with event planning and scheduling systems.
Education:
  • Bachelor's degree in business, finance, financial management, or a related field.
Certifications and Licenses:
  • Accredited Financial Counselor (AFC) or pursuing accreditation.
  • Certified Financial Health Counselor (CFHC).
Work Environment and Physical Demands:
  • General office environment; temperature controlled.
  • Up to 10% travel.

We offer a comprehensive benefits package, including medical, dental, vision, life insurance, short-term disability, long-term disability, and an employee assistance program. We also offer a 401(k) retirement plan, competitive PTO package, sick leave, family care leave, paid holidays, birthday holiday, education assistance, and bereavement leave.

For Colorado applicants, the estimated hiring range is between $60,211 and $75,264 annual base salary, subject to a candidate's combination of experience, qualifications, and credentials. This position may also be eligible for an annual performance incentive.

For Tacoma, Washington applicants, the estimated hiring range is between $65,945 and $82,432 annual base salary, subject to a candidate's combination of experience, qualifications, and credentials. This position may also be eligible for an annual performance incentive.

For Washington, D.C. applicants, the estimated hiring range is between $68,812 and $86,016 annual base salary, subject to a candidate's combination of experience, qualifications, and credentials. This position may also be eligible for an annual performance incentive.

For New York applicants, the estimated hiring range is between $71,680 and $89,600 annual base salary, subject to a candidate's combination of experience, qualifications, and credentials. This position may also be eligible for an annual performance incentive.

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.