Financial Readiness Specialist

Wounded Warrior Project, Inc; United States; Hybrid; USD 60.000 - 75.000; Vollzeit

Benefits dieser Stelle

Flexible hybrid work schedule

Medical, dental, and vision coverage

Competitive pay and incentives

Mission-focused team environment

Zusammenfassung

Wounded Warrior Project, Inc. seeks a Financial Readiness Specialist to deliver financial education and supportive services to wounded warriors and their families.

The role focuses on individualized financial planning, case management, and connecting clients with internal and external resources. Responsibilities include delivering seminars, maintaining case notes, and coordinating with partners to improve economic well-being and resilience for veterans in crisis situations.

Qualifikationen

• Proficiency in personal financial management principles and ability to explain methods for improvement.
• Strong interpersonal skills and sensitivity to veterans and families' needs.
• Ability to maintain confidentiality and exercise good judgment in crisis situations.
• Excellent written and verbal communication and ability to educate groups.
• Strong organizational skills and ability to handle changing priorities in a fast-paced environment.
• Public speaking skills to deliver financial education to large groups.

Aufgaben

• Develop and deliver financial education programs and curriculum for wounded service members and families.
• Manage a Financial Readiness caseload with detailed records and reporting.
• Coordinate with vendors and external resources to provide financial guidance and seminars.
• Provide practical financial guidance and help develop personalized resiliency plans.
• Conduct ongoing education, support, and goal setting to encourage accountability.
• Record data in the WWP Salesforce system and refer to appropriate programs.

Kenntnisse

Financial counseling

Interpersonal skills

Confidentiality & crisis response

Written & verbal communication

Organization & time management

Public speaking

Jobbeschreibung

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

A mission that matters is just the beginning, so if you're ready to get started, we're ready for you.

The Wounded Warrior Project (WWP) Financial Readiness Specialist oversees and delivers a comprehensive financial education training and supportive services program emphasizing individual financial responsibility and accountability, improvement of economic well-being, and enhancement of the financial literacy of wounded warriors and family members. The Financial Readiness Specialist provides an individualized, holistic approach focused on long-term financial resiliency and stability for warriors and their families. This role also serves as a case manager providing personal assessments of the warrior's financial needs at critical times in their lives and connects them to internal and external financial resources.

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 wi