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Financial Wellness Associate Jobs in Connecticut

Dental Care Alliance

Dental Hygienist

Stratford, CT · On-site

$48 - $52/hr

Pet insurance and pet care discount programs Financial Wellness & Retirement * 401(k) retirement ... Associate or bachelor's degree in Dental Hygiene * License: Active state license as a Registered ...

Dental Care Alliance

Dental Hygienist

Stratford, CT · On-site

$48 - $52/hr

Pet insurance and pet care discount programs Financial Wellness & Retirement * 401(k) retirement ... Associate or bachelor's degree in Dental Hygiene * License: Active state license as a Registered ...

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 ...

Elevance Health

Financial Analyst Senior

Rocky Hill, CT · Hybrid

$81K - $101K/yr

... wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates ...

Elevance Health

Financial Analyst Senior

Wallingford, CT · Hybrid

$85K - $106K/yr

... wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates ...

Marsveterinary

Associate Veterinarian

Cheshire, CT · On-site

$90 - $120/hr

... department (Headspace app subscriptions, Vault financial wellness tool, and access ... Trusted and empowered, our 35,000 Associates collaborate and unleash their unique power to achieve ...

New

Elevance Health

Financial Analyst Senior

Rocky Hill, CT · On-site

$81K - $101K/yr

... wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates ...

Elevance Health

Financial Analyst Senior

Rocky Hill, CT · Hybrid

$81K - $101K/yr

... wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates ...

Vineyard Vines

Pre-Production Associate

Stamford, CT

$16 - $20.25/hr

Pre-Production Associate About us: vineyard vines is a highly successful, privately held, American ... We have an onsite gym as well as health & financial wellness programs to keep you active * We offer ...

Elevance Health

Financial Analyst Senior

Wallingford, CT · Hybrid

$85K - $106K/yr

... wellness programs and financial education resources, to name a few. Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates ...

LOVESAC COMPANY

PT Sales Associate

Greenwich, CT · On-site

$18.63 - $20.73/hr

Health Plan Discount, Employee Assistance Program, Financial Wellness Tools, Pet Insurance * Associate Discounts * 401K Matching Contribution * Mileage Reimbursement What You'll Do * Travel to ...

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All JobsFinancial Wellness Associate JobsFinancial Wellness Associate Jobs in Connecticut

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

Dental Hygienist

Dental Care Alliance

Stratford, CT • On-site

$48 - $52/hr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 10 days ago

Job description

Overview
Lighthouse Dental Care is looking for a full-time Dental Hygienist in Stratford, Connecticut to join our clinical team by providing a high level of patient care and satisfaction while operating in a team-based environment. We are committed to providing comprehensive, personalized care in a warm and welcoming environment, prioritizing patient comfort and advanced treatments for optimal oral health.
As a Dental Hygienist at Lighthouse Dental Care, you'll provide exceptional care through routine cleanings, assessments, and education, while supporting a dynamic team of dental professionals. We offer a friendly, growth-oriented workplace where patient comfort is always a priority.
Status: Hourly/Salaried
Schedule: M 9-6: T 230-730: W 9-7:Thur 8-5;every other Friday 9-2 and 2 Saturdays per month 830-1230
What We Offer: For Full TIme
Compensation & Incentives
  • Competitive salary range: $48.00-$52.0000/hour
  • Sign-on bonus available (where applicable)

Health & Well-Being
  • Comprehensive medical, dental, and vision coverage, plus life and disability insurance
  • Virtual care, mental health resources, and concierge medical and care navigation services
  • Supplemental benefit options, including accident, critical illness, and hospital indemnity plans with wellness incentives
  • Employee Assistance Program (EAP) for employees and their families
  • Pet insurance and pet care discount programs

Financial Wellness & Retirement
  • 401(k) retirement plan with company match
  • Health Savings Account (HSA) contributions for eligible plans
  • Identity theft protection and prescription savings programs
  • Student loan and financial wellness support through Candidly®, including personalized counseling, repayment optimization tools, and strategies to reduce financial stress; employer-sponsored student loan contributions may apply for eligible roles

Professional Growth & Practice Support
  • Continuing education opportunities and professional development support
  • Collaborative, team-focused work environment with access to modern dental technology

Note: Benefits may vary by role, location, and eligibility.
How to Apply:
Be part of our journey to shape the future of dentistry. Apply today by submitting your resume using the link below. We look forward to connecting with you.
#CHA
Responsibilities
  • Perform routine dental cleanings and oral health Assessments
  • Educate patients on proper oral hygiene and preventative care
  • Assist dentists with exams and treatments, and take dental X-rays
  • Maintain accurate patient records and ensure compliance with industry regulations and adhere to sterilization protocols

Qualifications
  • Education: Associate or bachelor's degree in Dental Hygiene
  • License: Active state license as a Registered Dental Hygienist (RDH)
  • Certifications: Local anesthesia certification and CPR/First Aid (if applicable
  • Strong communication and interpersonal skills
  • Detail-oriented with a commitment to patient care and comfort0

Legal Disclaimer:
We comply with all minimum wage laws as applicable. All benefits are subject to potential vesting and eligibility requirements. The Company is an Equal Employment Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, ancestry, color, age, national origin, ethnicity, religious creed or belief, physical or mental disability, marital or familial status, legally protected medical condition, genetic information, military or veteran status, sex, gender, sexual orientation, citizenship status, or any other characteristic protected by applicable law.

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