Financial Readiness Specialist

Wounded Warrior Project; Chicago (IL); Hybrid; USD 66,000 - 82,000; Full time

Benefits offered by this job

Flexible hybrid schedule

Medical, dental, vision coverage for →

Competitive pay and incentives

Collaborative team environment

Job summary

Wounded Warrior Project seeks a dedicated financial education specialist to develop and deliver program services for wounded service members and their families. You will manage a Financial Readiness caseload, maintain detailed records, and coordinate with partners to provide seminars and guidance.

The role emphasizes empowering veterans with practical financial strategies. The ideal candidate has four years in financial counseling, two years with military populations, and strong communication

Qualifications

• Minimum four years in financial counseling, financial education, or personal financial management services.
• Two years of experience working with military or veteran's population.

Responsibilities

• Develop and deliver program services and financial education curriculum to support wounded service members and family support members.
• Manage a Financial Readiness case load.
• Maintain records including case notes, reporting requirements, and documentation for financial education and assistance cases.
• Coordinate with vendors and outside parties to provide financial education seminars and guidance.
• Provide practical knowledge and educational guidance to empower warriors to make informed financial decisions.

Skills

Financial counseling

Budgeting guidance

Public speaking

Interpersonal skills

Confidentiality

Education

Bachelor's degree in business/finance

Equivalent combination of education and experience

Tools

Salesforce

Job description

Great benefits. Competitive pay. We know these are some of the things people look for in a job. If you're the kind of person who believes that honoring and empowering our nation's veterans is more than just a cause — that it's a calling — then we're ready to meet you. 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 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
• A fun, mission-focused, and collaborative team environment

DUTIES & RESPONSIBILITIES

• Develop and deliver program services and financial education curriculum (e.g., seminars, briefs, and other presentations) to support and educate wounded service members and family support members to help them attain financial stability.
• Manage a Financial Readiness (FR) case load.
• Maintain detailed and relevant records including case notes, interaction entries, reporting requirements, and other documentation required for financial education and assistance cases.
• Coordinate with vendors and outside parties to provide warriors and their families with financial education e.g., financial education seminars and financial guidance, debt management, credit counseling, etc.
• Provide appropriate 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 the best 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, including but not limited to New Teammate Orientation, WWP Cares, ASIST Suicide Prevention training, Leadership training, culture/team based training, or departmental huddles.
• Other related duties as assigned.

KNOWLEDGE, SKILLS, & ABILITIES

• Proficiency in personal financial management principles, including the ability to recognize ineffective money management habits and provide clear explanations on methods for improvement.
• Demonstrated exceptional interpersonal skills, emotional intelligence and understanding of the unique needs of military, veterans, and their family members.
• Demonstrated 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.
• Demonstrated ability to respond to changing priorities and complete assignments and meet deadlines in a fast-paced, demanding working environment.
• Possess 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.
• Demonstrated 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.

EXPERIENCE

• 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.

Preferences

• Two years of experience with Salesforce.
• Two years of experience working with an event/planning scheduling system.

EDUCATION

• 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.

CERTIFICATIONS & LICENSURE

• Ability to obtain ASIST Certification within 1 year of hire.
• Accredited Financial Counselor (AFC) or pursuing accreditation.
• Certified Financial Health Counselor (CFHC).
• ASIST Certification.

WORK ENVIRONMENT/PHYSICAL DEMANDS

• General office environment; temperature controlled.
• Up to 10% travel.

Salary

• For Colorado Applicants: The estimated hiring range for this position is between $60,211 - $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 Chicago, IL, and San Diego, CA Applicants: The estimated hiring range for this position is between $65,945 - $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 for this position is between $68,812 - $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 for this position is between $71,680 - $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.
• For Washington State Applicants: The estimated hiring range for this position is between $80,168.40 - $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.

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.

Please note: Wounded Warrior Project is not seeking assistance or accepting unsolicited resumes from search firms without a written search agreement in place. All resumes submitted by search firms to any employee at Wounded Warrior Project via email, the Internet or directly to hiring managers at Wounded Warrior Project in any form without a valid written search agreement in place will be deemed the sole property of Wounded Warrior Project, and no fee will be paid in the event the candidate is hired by Wounded Warrior Project as a result of the referral or through other means.

Wounded Warrior Project® (WWP) is a veterans service organization that is transforming the way America’s wounded veterans are empowered, employed, and engaged in their communities. WWP™ works with warriors and their families to create paths toward success as they transition back into civilian life. Through direct programs and services, WWP connects warriors to a network of support and resources to address their evolving needs. The WWP team is passionate about creating impact—and since 2003, has improved the lives of over half a million warriors and their families. In fact, many WWP employees are veterans themselves and have experienced firsthand the benefits of its programs and services 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.