Financial Education Specialist

Employer
Wounded Warrior Project
Location
Washington, DC
Posted
Dec 04, 2021
Closes
Dec 06, 2021
Ref
241445133
Function
Accountant, IT
Hours
Full Time
Great benefits. Competitive pay. We know these are some of the things people look for in a job.But if you're the kind of person who also cares about making an impact and serving our nation's wounded warriors and their families, then you're exactly the kind of person we're looking for.Change the life of someone who served their country, and join an organization that not only supports you, but empowers you to make that change a reality.When you join the Wounded Warrior Project family, 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.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 Education 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 Education Specialist provides an individualized, holistic approach focused on long-term financial resiliency and stability for warriors and their families.DUTIES & RESPONSIBILITIESPlan, organize, and administer the WWP Financial Education (FE) program services in collaboration with program management and external partners.Develop and deliver the financial education curriculum to support and educate wounded service members to attain financial stability.Provide individualized non-clinical financial supportive services to assist warriors in identifying their personal financial challenges and opportunities.Provide case assessment to define individual financial guidance needs. Offer referrals to external partners for financial advice and budget review and guidance. Conduct follow-up engagements.Educate warriors and families to identify and prioritize financial goals and to set financial goals.Review learning plans for warrior's individual financial needs.Provide appropriate practical knowledge and educational guidance to enable warriors to make informed choices and develop immediate and long-range personal plans to achieve financial resiliency and stability.Inform warriors and families about overall Financial Education services, tools, and resources. Refer warriors and family members to appropriate WWP programs and community resources.Assist in ongoing services assessment and work with internal and external partners to ensure effectiveness of seminars, referral processes, and warrior participation. Assist with continuous evaluation of ongoing financial education services to ensure program responsiveness to warrior needs.Utilize assessment data to improve financial education seminars and advising services delivery. Provide recommendations for instructional strategies to meet warrior needs.Brief WWP internal and external partners on Financial Education services.Utilize technology and various media to support onsite and remote learning seminars.Maintain detailed and relevant records on financial education services, documentation requirements, and reporting. Ensure privacy and confidentiality of all records, documentation, and information.Provide effective and responsive customer service to alumni and family support members and internal and external partners.Work collaboratively with internal and external resources to ensure holistic support of overall warrior needs.Serve as back up to Financial Education coordinator for administrative and logistics support of Financial Education program as neededOther related duties as assigned.KNOWLEDGE, SKILLS, & ABILITIESDemonstrated understanding of personal financial management principles.Demonstrated ability to identify ineffective money management behaviors.Strong interpersonal skills and emotional intelligence. Demonstrated ability to interact effectively with individuals and families from diverse racial, ethnic, and socioeconomic backgrounds and build effective working relationships telephonically.Demonstrated understanding of relationship management and partnering. Demonstrated ability to develop and maintain professional relationships and create a diverse network of resources.Understanding of and sensitivity to the unique needs of veterans and their family members and caregivers. Strong understanding of military and veteran issues and military culture.Strong working understanding of WWP programs and other resources available for families and Warriors.Strong written and verbal communication skills. Effective public speaking skills with an ability to deliver information to large groups including in-person and virtually.Effective organizational and time management skills. Demonstrated ability to manage multiple priorities and effectively complete assignments and meet deadlines.Demonstrated computer proficiency using Microsoft Office Word, Excel, Outlook, and PowerPoint. Demonstrated database administrative skills.High energy level. Self-starter; willing 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.EXPERIENCERequirementsFour years of experience in financial counseling, financial education,or personal financial management services.Two years of experience working with military or veteran's population.PreferencesTwo years of experience with SalesForce.Two years of experience using Cvent.EDUCATIONRequirementsBachelor's degree in business, finance, financial counseling or financial case management, or relevant field. Equivalent combination of education, experience, training, and certification may be considered in lieu of degree.CERTIFICATIONS & LICENSURERequirementsNone.PreferencesAccredited Financial Counselor (AFC) or pursuing accreditation.Certified Financial Health Counselor (CFHC).WORK ENVIRONMENT/PHYSICAL DEMANDSGeneral office environment, temperature controlled.Up to 10% travel.For Colorado Applicants: We recognize the success of our mission depends on the efforts of our passionate, hard-working teammates. To help them remain focused on the warriors and families we serve, WWP offers a comprehensive benefits package to our teammates that includes: Medical/Prescription drug, Dental, Vision, Life/AD&D, Short/Long-term Disability, and an Employee Assistance Program. WWP also offers a retirement plan, a competitive PTO package, Sick Leave, 12 Paid Holidays, Birthday Holiday, Education Assistance, and Bereavement Leave. The estimated hiring range for this position is between $51,200 - $57,600 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.*ca-agWounded Warrior ProjectA' (R) 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."