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Financial Wellness Associate Jobs in Indiana (NOW HIRING)

First Merchants Bank

Service Associate (Teller)

Grabill, IN

$13 - $17.25/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

First Merchants Bank

Service Associate (Teller)

Muncie, IN

$14.25 - $18.75/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

FIRST MERCHANTS

Service Associate (Teller)

Muncie, IN · On-site

$14.25 - $18.75/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

First Merchants Bank

Service Associate (Teller)

Grabill, IN

$13 - $17.25/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

FIRST MERCHANTS

Service Associate (Teller)

Lafayette, IN · On-site

$15 - $19.50/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

FIRST MERCHANTS

Service Associate (Teller)

Lafayette, IN · On-site

$15 - $19.50/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

First Merchants Bank

Service Associate (Teller)

Lafayette, IN · On-site

$15 - $19.50/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

First Merchants Bank

Service Associate (Teller)

Grabill, IN

$13 - $17.25/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

FIRST MERCHANTS

Service Associate (Teller)

Grabill, IN · On-site

$13 - $17.25/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

FIRST MERCHANTS

Service Associate (Teller)

Muncie, IN · On-site

$14.25 - $18.75/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

First Merchants Bank

Service Associate (Teller)

Lafayette, IN · On-site

$15 - $19.50/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

First Merchants Bank

Service Associate (Teller)

Lafayette, IN · On-site

$15 - $19.50/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

First Merchants Bank

Service Associate (Teller)

Muncie, IN

$14.25 - $18.75/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

First Merchants Bank

Service Associate (Teller)

Muncie, IN

$14.25 - $18.75/hr

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will ... To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the ...

Ascension

Financial Analyst

Indianapolis, IN · Hybrid

  • Medical

  • PTO

High School diploma equivalency with 2 years of cumulative experience OR Associate's degree ... Benefits Paid time off (PTO)Various health insurance options & wellness plansRetirement benefits ...

Dental Care Alliance

Dental Hygienist

Mishawaka, IN · On-site

$50/hr

  • Medical

  • Dental

  • Retirement

Student loan and financial wellness support through Candidly , including personalized counseling ... Associate or bachelor's degree in Dental Hygiene * License: Active state license as a Registered ...

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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 Indiana are hiring for Financial Wellness Associate jobs?

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

Financial Wellness Associate jobs near you

Service Associate (Teller)

First Merchants Bank

Grabill, IN

$13 - $17.25/hr

Full-time

Posted 5 days ago

First Merchants Bank rating

7.8

Company rating: 7.8 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

89th of 171 rated banks

Job description

First Merchants Bank is seeking a Service Associate (Teller) to join our team! This position will focus on providing high quality customer service by accurately and efficiently completing bank transactions and suggesting the products and services to meet the current and future financial needs of bank customers. We support you so you can exceed personal production goals while delivering a meaningful customer experience.

As part of this role, you will:

  • Provide excellent customer service by:
    • Responding to customer requests for banking transactions.
    • Answering customer inquiries and problems with solutions that meet the customer’s current needs.
    • Continually building customer loyalty and customer advocates.
  • Contribute to overall banking center operation by:
    • Balance cash, daily transactions, vault and ATM.
    • Understanding and ensuring compliance, regulations and reporting.
    • Following information security policy and verification procedures to protect customer privacy.
    • Assist with opening and/or closing banking center.
  • Actively participate in a high performing sales environment by:
    • Selling bank products, making customer referrals and other activities to support the goals.
    • Knowing about all bank products.
    • Participating in daily/weekly meetings and coaching sessions.

To be successful in this position, we require the following:

  • High School Diploma or Equivalent.
  • 3 months of sales, cash handling, or related experience.

First Merchants offers the following:

  • Base Pay PLUS Bonuses
  • Additional Benefits

A little about us:

First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy.

Our Vision is:

To enhance the financial wellness of the diverse communities we serve.

Our Mission is:

To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders.

Our Team:

"We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging."

Apply today to begin your career with us!

What First Merchants Bank employees say

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