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Financial Wellness Associate Jobs in Indiana (NOW HIRING)

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)

Odon, IN · On-site

$15.50 - $20.25/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)

Odon, IN · On-site

$15.50 - $20.25/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)

Munster, IN · On-site

$15.25 - $19.75/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)

Munster, IN · On-site

$15.25 - $19.75/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 ...

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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

Financial Center Manager

Merrillville, IN • On-site

Bank of America
Finance and Insurance • 10K+ employees
Learn more about Bank of Americaexternal

Full-time

This job post has expired 1 day ago. Applications are no longer accepted.

Bank Of America rating

8.3

Company rating: 8.3 out of 10

Based on 537 frontline employees who took The Breakroom Quiz

Job description

Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description:
This job is responsible for managing a financial center and it's employees on a day-today basis. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals. Job expectations include ensuring operational excellence and cohesive effectiveness.
**This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**
Responsibilities:
  • Develops talent, including proactive sourcing of candidates
  • Manages client traffic, engaging and appropriately routing clients, and fostering client retention
  • Manages business results through formalized management routines and coaching
  • Creates a world class client experience environment
  • Manages market-level initiative prescribed by market leaders
  • Drives operational excellence by engaging employees on business strategy
  • Manages organizational priorities and effective execution

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.
  • Opportunity & Inclusion Champion: Creates an inclusive team where members are treated fairly and respectfully.
  • Manager of Process & Data: Demonstrates and expects process knowledge, data driven decisions, simplicity and continuous improvement.
  • Enterprise Advocate & Communicator: Delivers clear and concise messages that motivate, convey the "why" and connects contributions to business results.
  • Risk Manager: Leads and encourages the identification, escalation and resolution of potential risks.
  • People Manager & Coach: Knows and develops team members through coaching and feedback.
  • Financial Steward: Manages expenses and demonstrates an owner's mindset.
  • Enterprise Talent Leader: Recruits, on-boards and develops talent, and supports talent mobility for career growth.
  • Driver of Business Outcomes: Delivers results through effective team management, structure, and routines.

Required Qualifications:
  • Minimum of one year of leadership experience demonstrated through one or a combination of the following: coaching, training and/or motivating a work team
  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Efficiently manages time and capacity
  • Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
  • Can interpret performance results, find opportunities to drive success and hold others accountable to results
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Desired Qualifications:
  • One year of management experience including hiring, coaching and developing direct reports
  • Experience in financial services and knowledge of financial services industry, products and solutions
  • Experience working in an environment with individual and team goals where goals were routinely met or exceeded
  • Bilingual skills

Skills:
  • Coaching
  • Customer Service Management
  • Customer and Client Focus
  • Performance Management
  • Talent Development
  • Business Operations Management
  • Recruiting
  • Result Orientation
  • Risk Management
  • Sales Performance Management
  • Inclusive Leadership
  • Leadership Development
  • Prioritization
  • Problem Solving
  • Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40

What Bank Of America employees say

Pay

Benefits

Hours and flexibility

Workplace

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About Bank Of America

Sourced by ZipRecruiter

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

Charlotte, NC, US

Social media

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