Financial Readiness Specialist
Jacksonville, Duval County, Florida, 32290, USA
Listed on 2026-10-10
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Finance & Banking
Financial Advisor / Consultant
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.
- 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…
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