Most Financial Case Workers hold a bachelor’s degree in social work, social science, sociology, human services, or psychology. Advanced roles often require a master’s degree or doctorate in these fields.

Key skills include social work, sociology, human resources, psychology, personal finance, financial accounting, critical thinking, problem-solving, and computer proficiency.

Responsibilities include helping clients manage financial resources, ensuring access to quality care, evaluating cases, providing customized support, assisting with insurance claims, making referrals, and compiling case reports.

Beneficial experience includes internships or practicums in social work, recent or ongoing experience managing caseloads, and roles involving customer service, legal, or financial backgrounds.

The job outlook is positive, with an expected growth rate of 17%. Candidates with advanced degrees, certification, and relevant experience have the best job prospects.