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Financial Wellness Associate Jobs in Illinois (NOW HIRING)

Well-Being Associate $18-$21/hour | Part-Time Location: Wesley Willows | Rockford, IL Apply today ... Financial Wellness Perks: Access earned wages before payday through ZayZoon, plus tools and ...

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Client Service Associate

Rockford, IL · On-site

$14.50 - $20/hr

This focus on comprehensive financial wellness enables us to deliver the ultimate client experience ... The Position:  The Client Service Associate is a key role that ensures excellence in customer ...

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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 Illinois are hiring for Financial Wellness Associate jobs?

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

Memory Wellness Associate

Wesley Willows

Rockford, IL • On-site

Part-time

Medical, Dental, Vision, Life, Retirement

Posted yesterday

New


Job description

Well-Being Associate
$18-$21/hour | Part-Time
Location: Wesley Willows | Rockford, IL
Apply today and receive a response within 48 hours!

Join the Wesley Willows family, where your work is more than a job—it's a fulfilling journey of personal and professional growth, guided by strong ethics and a commitment to compassionate service.

Why Join Us?

  • Make an Impact: This is your opportunity to make a difference in the lives of others!
  • Competitive Pay: $18.00 - $21.00/hour + credit for experience
  • Schedule: Part-time evenings and weekends with a holiday rotation.
  • Supportive Team: We value our team members just as much as the people we serve
  • Quick Hiring: Apply today and hear back within 48 hours

What You'll Do:

  • Implement and facilitate person-centered resident engagement programs under the direction of the Well-Being Coordinator, tailored to individual needs, abilities, interests, and routines.
  • Observe, assess, document, and contribute to resident care and service plans using EMR systems, supporting holistic well-being through a person-directed approach.
  • Support resident participation in group and one-on-one engagement opportunities by fostering creativity, inclusion, adaptability, and a safe, dementia-friendly environment.
  • Collaborate with interdisciplinary team members, including Nursing, to ensure continuity of care, resident safety, and promotion of resident rights.
  • Utilize best-practice research, community resources, and engagement technology platforms while following established engagement and training calendars.
  • Demonstrate professionalism, compassion, and flexibility; participate in required training, maintain certifications, assist with team onboarding, and perform related duties as assigned.

What You'll Need:

  • High School Diploma or GED (required)
  • Must be 18 years of age or older (required)
  • Minimum of 1 year of experience in a Senior Living, Dementia Care, or Rehabilitation setting (required)
  • Minimum of 1 year of experience working directly with individuals living with dementia (required) 
  • Current and active CNA or related healthcare certification/licensure in the State of Illinois (preferred)
  • Computer literacy, including experience with EMR or similar documentation systems (required)

Benefits Available to Qualified Employees:

  • Financial Wellness Perks: Access earned wages before payday through ZayZoon, plus tools and resources to support your financial wellbeing.
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Flexible Spending Accounts
  • 403(b) Retirement Plan with Employer Match
  • Life/AD&D Insurance
  • Short- & Long-Term Disability
  • Accident, Critical Illness, and Hospital Indemnity Insurance
  • Mail Order Pharmacy
  • Telemedicine
  • Wellness Programs
  • Employee Assistance Program

To apply, please complete the required questionnaire. We accept applications on a rolling basis.

We are an Equal Opportunity Employer and are committed to a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, ancestry, disability, medical condition, genetic information, marital status, veteran or military status, citizenship status, pregnancy (including childbirth, lactation, and related conditions), political affiliation, or any other status protected by applicable federal, state, or local laws. We are committed to providing an inclusive and accessible recruitment process. If you require accommodations during the interview process, please let us know. Reasonable accommodations will be provided upon request to ensure equal opportunity for all applicants.

Applicants for this position must be able to produce a negative drug test. Applicants may be subject to a background check. Employees in this position must be able to satisfactorily perform the essential functions of the position. If requested, this organization will make every effort to provide reasonable accommodations to enable employees with disabilities to perform the position’s essential job duties. As markets change and the Organization grows, job descriptions may change over time as requirements and employee skill levels evolve. With this understanding, this organization retains the right to change or assign other duties to this position.

Our Commitment to Health & Safety The wellbeing of our residents and team members is our top priority. To help keep everyone safe, we ask all team members to receive a yearly flu shot (with medical and religious exemptions available), While we do not require the COVID-19 vaccine for employment, we do collect vaccination status in accordance with health guidelines. This helps us keep our community informed, safe, and prepared. Candidates must also complete a QuantiFERON Gold TB Blood Test as part of their pre-hire drug screen and physical.

Due to the safety-sensitive nature of skilled nursing services and participation in Medicare and Medicaid programs, employment is contingent upon successful completion of:

  • Illinois Health Care Worker Background Check Act Screening
  • National, State, County Criminal Background Checks
  • Federal and state exclusion screening (OIG/Medicare/Medicaid)
  • Pre-employment drug screening (including marijuana)
  • Verification of work authorization
  • Applicable registry verification (CNA. Nurse)
  • Motor vehicle record view for positions requiring driving

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