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Financial Wellness Associate Jobs in Connecticut

Synchrony

VP, Health & Wellness Finance - FP&A

Stamford, CT · On-site

$200 - $250/hr

Role Summary/Purpose Reporting to the CFO for the Health & Wellness platform, this role provides ... Once this new hire time in position requirement is met, the associate will have a minimum 6 months ...

CVS Health

Store Associate

East Hartford, CT · On-site

$16.35 - $22/hr

CVS Health Retail Store Associate At CVS Health, we're building a world of health around every ... emotional and financial wellness of our colleagues and their families to help them be the ...

Dental Care Alliance

$60 - $80/hr

Pet insurance and pet care discount programs Financial Wellness & Retirement * 401(k) retirement ... Education: Associate orbachelor'sdegree inDentalHygiene * License: Active state license as a ...

Vineyard Vines

Associate Planner

Stamford, CT · On-site

Overview: The Associate Planner is primarily responsible for analyzing, identifying, and ... We have an onsite gym as well as financial wellness programs to keep you active * We offer 2 summer ...

Optimus Health Care, Inc.

Financial Counselor

Bridgeport, CT · On-site

$19.50 - $25.25/hr

... wellness for the communities we serve. We are currently recruiting for a Full Time bilingual ... Associate or bachelor's degree preferred. EXPERIENCE: Minimum 2-4 years' experience in a medical ...

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Financial Wellness Associate information

What is a financial wellness associate?

A Financial Wellness Associate is a professional who helps individuals or employees improve their financial health by providing guidance on budgeting, saving, debt management, and general financial literacy. They often work for financial institutions, benefits providers, or large employers, and may deliver one-on-one consultations, workshops, or educational resources. Their goal is to empower people to make informed financial decisions and reduce financial stress, ultimately enhancing overall well-being and productivity.

How does a financial wellness associate typically collaborate with other departments to support clients' financial goals?

As a Financial Wellness Associate, collaboration with departments such as lending, investment services, and customer service is common. You’ll often work closely with these teams to provide holistic advice, ensuring clients receive comprehensive solutions tailored to their needs. This may involve coordinating workshops, referring clients to specialized advisors, or sharing client insights to improve service offerings. Effective communication and teamwork are essential, as your role acts as a bridge connecting clients with the right internal resources for their financial wellbeing.

What are the key skills and qualifications needed to thrive as a financial wellness associate, and why are they important?

To thrive as a Financial Wellness Associate, you need a solid understanding of personal finance, financial planning, and customer service, often supported by a degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and possibly certifications like AFC (Accredited Financial Counselor) are commonly required. Strong interpersonal skills, active listening, and the ability to communicate complex financial information clearly are essential soft skills. These abilities are crucial for effectively supporting clients in achieving their financial goals and building trust-based client relationships.

What is the difference between Financial Wellness Associate vs Financial Advisor?

AspectFinancial Wellness AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like CFP or Series 7 are not mandatoryOften requires certifications such as CFP, Series 7, or Series 65
Work EnvironmentUsually works in corporate wellness programs, financial institutions, or healthcare settingsWorks independently or within firms, providing personalized financial planning
Employer & IndustryEmployers include corporations, financial institutions, and wellness companiesEmployers include financial advisory firms, banks, and independent practices

The main difference is that a Financial Wellness Associate focuses on promoting financial health within organizations, often with less emphasis on personalized investment advice, whereas a Financial Advisor provides tailored financial planning and investment guidance to individual clients.

What cities in Connecticut are hiring for Financial Wellness Associate jobs?

Cities in Connecticut with the most Financial Wellness Associate job openings:

Financial Wellness Associate jobs near you

VP, Health & Wellness Finance - FP&A

Stamford, CT • On-site

Synchrony
See more jobs at Synchronyexternal

Full-time

Posted 6 days ago

Job description

Role Summary/Purpose:
Reporting to the CFO for the Health & Wellness platform, this role provides financial leadership for one of Synchrony's fast-growing sales platforms. This role is responsible for leading the financial planning, analysis, and reporting processes for the Health & Wellness platform, including leadership of the Health & Wellness platform's strategic vision and investment initiatives. It partners with the platform's senior leadership team in driving profitable growth and achieving strategic objectives. This role is also a key leader on the Health & Wellness CFO's team, providing key analytics, insights, and process improvement across the platform.
Essential Responsibilities:
  • Engage with H&W market teams to understand business and portfolio dynamics and communicate performance
  • Lead financial performance analysis and recommend actions as needed to improve performance
  • Partner with cross functional leadership team to maximize growth potential, optimizing profitability and risk trade-offs within the competitive and economic environment
  • Partner with platform leadership to develop and execute the business strategy
  • Lead the annual Op Plan, Short Range Forecast and Strategic planning process for the platform as well as ongoing forecasting and analysis
  • Manage team as well as indirect COE resources to execute forecasting, portfolio support and reporting activities
  • Understand key contractual terms, ensuring forecasts and plans properly reflect changes and challenge where necessary
  • Support strategic initiative team to ensure timely implementation and that reporting of cost and benefits is understood by platform leadership
  • Lead periodic NI Review processes with the Health & Wellness Leadership team
  • Provide quarterly support for external Earnings and reporting processes
  • Lead profitability optimization efforts
  • Provide key ad-hoc analysis as needed
  • Support second and third line reviews
  • Perform other duties and/or special projects as assigned

Qualifications/Requirements:
  • Bachelor's degree in Accounting, Finance or related field and a minimum of 7 years of FP&A experience (financial modeling, budget, forecast, data analysis)or in lieu of degree, 10 years of FP&A experience (financial modeling, budget, forecast, data analysis)
  • Minimum of 3 years of experience working in a finance role for a Consumer Finance organization

Desired Characteristics:
  • Bachelor's degree in Accounting, Finance
  • Credit Card portfolio acquisition and/or investment evaluation experiences
  • Experience in collaboration on cross-functional teams and leading projects/initiatives
  • Experience leading discussions with Executive Leadership team
  • Experience in leading a team including direct reports
  • Demonstrated strength in complex financial modeling and large data sets
  • In-depth knowledge of Synchrony products
  • Demonstrated strong leadership skills and proven results at driving change across all levels of the organization
  • Excellent oral and written communication skills
  • Demonstrated process management skills
  • Prior experience and responsibility for critical decisions
  • Use of Oracle / Hyperion Systems and databases
  • Strong proficiency in the use of Microsoft Office Suite, including Excel, PowerPoint, Word & Outlook

Grade/Level: 14
The salary range for this position is 150,000.00 - 250,000.00 USD Annual and is eligible for an annual bonus based on individual and company performance.
Actual compensation offered within the posted salary range will be based upon work experience, skill level or knowledge.
Salaries are adjusted according to market in CA, NY Metro and Seattle.
Our Way of Working:
We're proud to offer you flexibility. At Synchrony, our way of working allows you to have the option to work from home near one of our Hubs or come into one of our offices. You will be required to commute to your nearest Hub (either virtual or physical) for in-person engagement activities such as regular business or team meetings, training and culture events.
*Field Sales and some Commercial team roles may have varied location requirements based upon partner obligations or preferences.
Eligibility Requirements:
  • You must be 18 years or older
  • You must have a high school diploma or equivalent
  • You must be willing to take a drug test, submit to a background investigation and submit fingerprints as part of the onboarding process
  • You must be able to satisfy the requirements of Section 19 of the Federal Deposit Insurance Act.
  • New hires (Level 4-7) must have 9 months of continuous service with the company before they are eligible to post on other roles. Once this new hire time in position requirement is met, the associate will have a minimum 6 months' time in position before they can post for future non-exempt roles. Employees, level 8 or greater, must have at least 18 months' time in position before they can post. All internal employees must consistently meet performance expectations and have approval from your manager to post (or the approval of your manager and HR if you don't meet the time in position or performance expectations).

Legal authorization to work in the U.S. is required. We will not sponsor individuals for employment visas, now or in the future, for this job opening. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
Our Commitment:
When you join us, you'll be part of an inclusive culture where your individual skills, experience, and voice are not only heard - but valued. Together, we're building a future where we can all belong, connect, and turn ideals into action. More than 50% of our workforce is engaged in our Employee Resource Groups (ERGs), where community and passion intersect to offer a safe space to learn and grow.
This starts when you choose to apply for a role at Synchrony. We ensure all qualified applicants will receive consideration for employment without regard to age, race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or veteran status. We're proud to have an award-winning culture for all.
Reasonable Accommodation Notice:
  • Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.
  • If you need special accommodations, please call our Career Support Line so that we can discuss your specific situation. We can be reached at 1-866-301-5627. Representatives are available from 8am - 5pm Monday to Friday, Central Standard Time

Job Family Group:
Finance

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