Financial Readiness Specialist

Wounded Warrior Project

. Develop and deliver financial education curriculum, seminars, briefs, and presentations.

Posted 10/7/2026full-timeUnited StatesMid-LevelSenior💰 $60,211 - $89,600 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial education and counseling, with a strong focus on supporting military personnel and their families. Proficient in managing case loads, conducting assessments, and utilizing Salesforce for record-keeping.

Highest-signal resume keywords

Financial CounselingFinancial EducationSalesforce ExperiencePublic SpeakingASIST Certification

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Personal Financial Management PrinciplesFinancial Education Curriculum DevelopmentNon-Clinical Financial AssessmentsCrisis ManagementData Recording

Soft Skills

Interpersonal SkillsEmotional IntelligenceOrganizational SkillsTime ManagementCommunication Skills

Tools & Technologies

Microsoft OfficeSalesforceEvent Planning Software

Certifications & Qualifications

Accredited Financial Counselor (AFC)Certified Financial Health Counselor (CFHC)ASIST Certification

Industry Keywords

Military PopulationVeterans SupportFinancial ResiliencyDebt ManagementCredit Counseling

About the role

Key responsibilities & impact

Develop and deliver financial education curriculum, seminars, briefs, and presentations.
Manage a Financial Readiness case load and maintain detailed case records and documentation.
Coordinate with vendors and outside parties on financial education, debt management, and credit counseling.
Provide practical knowledge and guidance to help warriors make informed decisions and achieve financial resiliency.
Conduct ongoing education, support, and goal setting.
Provide individualized support to warriors, family support members, and partners.
Evaluate financial education services to ensure they meet warrior needs.
Provide administrative and logistical support to program coordinators as needed.
Conduct non-clinical financial assessments, triage hardship circumstances, and determine alignment with emergency assistance guidelines.
Provide urgent support in high-crisis situations by connecting warriors and families with immediate assistance.
Record data in Salesforce, the WWP system of record.
Refer warriors and family members to WWP programs and community resources.
Attend required training and meetings, including orientation, WWP Cares, ASIST Suicide Prevention training, leadership training, team training, and departmental huddles.
Perform other related duties as assigned.

Requirements

What you’ll need

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; equivalent combination of applicable education, training, certification, and experience may be considered in lieu of degree.
Ability to obtain ASIST Certification within 1 year of hire.
Proficiency in personal financial management principles.
Exceptional interpersonal skills, emotional intelligence and understanding of the unique needs of military, veterans, and their family members.
Ability to maintain confidentiality and exercise good judgment in crisis situations and sensitive matters.
Strong written and verbal communication skills.
Strong organizational and time management skills.
Effective public speaking skills.
Ability to develop and maintain professional relationships with diverse teammates and external partners.
Proficiency in recognizing risks, identifying opportunities, and analyzing trends.
Proficiency using Microsoft Office Word, Excel, Outlook, and PowerPoint.
Commitment to high standards of personal and business ethics and conduct.
Two years of Salesforce experience preferred.
Two years of experience with an event/planning scheduling system preferred.
Accredited Financial Counselor (AFC), Certified Financial Health Counselor (CFHC), and ASIST Certification preferred.

Benefits

Comp & perks

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
Medical/Prescription drug, Dental, Vision, Life/AD&D, Short-term Disability, Long-term Disability, and an Employee Assistance Program
401(k)-retirement plan
Competitive PTO package
Sick Leave
Family Care Leave
Paid Holidays
Birthday Holiday
Education Assistance
Teammate Wellness Program
Bereavement Leave