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Financial Wellness Associate Jobs in Michigan (NOW HIRING)

Associate I - Surplus Lines

Grand Rapids, MI · On-site

$14 - $19.25/hr

Associate's degree or higher is preferred, but equitable work experience will be accepted ... Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible ...

As a Elder Associate (CNA)joining our team, you're embracing a vital mission dedicated to making ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

As a Elder Associate (CNA)joining our team, you're embracing a vital mission dedicated to making ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

As a Elder Associate (CNA) joining our team, you're embracing a vital mission dedicated to making ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Dental Hygienist

Berkley, MI · On-site

$45 - $50/hr

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 ...

Dental Hygienist

Berkley, MI · On-site

$45 - $50/hr

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 ...

Dental Hygienist

Berkley, MI · On-site

$45 - $50/hr

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 ...

Dental Hygienist

Berkley, MI · On-site

$45 - $50/hr

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 ...

Dental Hygienist

Canton, MI · On-site

$50 - $55/hr

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 ...

Dental Hygienist

Flint, MI · On-site

$45 - $50/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 Hygienist

Canton, MI · On-site

$50 - $55/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 Hygienist

Canton, MI · On-site

$50 - $55/hr

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 ...

Dental Hygienist

Canton, MI · On-site

$50 - $55/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 Hygienist

Flint, MI · On-site

$45 - $50/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 ...

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 ...

Innovative Associate health and well-being resources (Headspace app, Vault financial wellness tool, and access to additional mental health resources including Lyra Health) * 401k retirement savings ...

Showing results 21-40

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 Michigan are hiring for Financial Wellness Associate jobs?

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

Associate I - Surplus Lines

Grand Rapids, MI • On-site

Acrisure
Insurance Services • 5 - 10K employees

$14 - $19.25/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.


Acrisure rating

7.5

Company rating: 7.5 out of 10

Based on 124 frontline employees who took The Breakroom Quiz


Job description

About Acrisure

A global Fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting-edge technology and top-tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services - and more.

In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible.

Job Summary:

Our vision for the future is clear. We have limitless potential to achieve unprecedented success in the insurance industry. To achieve our opportunity, a best-in-class Acrisure Licensing team must support us. To fuel our growth, Acrisure is looking to supplement its team with a new opportunity for a Surplus Lines Associate in its Regulatory Affairs Department who possesses a passion for customer service, strong computer skills, and an eye for detail. This role will provide comprehensive support to employees, leaders and agency partners with a high degree of customer satisfaction, expertise, and timeliness.

Responsibilities:

The following description is not meant to be all-inclusive and may be modified from time to time at the discretion of management:

  • Initiates tax compliance submissions as assigned by senior team member

  • Verifies the applicability and accuracy of all tax compliance documents received and filed

  • Maintains day-to-day regulatory documents in an organized and timely fashion at the direction of the team

  • Maintains confidences and protects operations by maintaining a high degree of confidentiality with all sensitive information and assigned tasks

  • Remains informed of multi-state tax requirements

  • Execute and utilize tax reports as needed

  • Possesses the ability to interpret and apply best practice to meet unique business needs

  • Maintains current knowledge of team responsibilities and is cognizant of the team's function by supporting the success of the team through effective and accurate administrative assistance

  • Resolves limited and non-routine problems as required

  • Other tasks and duties as assigned by supervisor

Requirements:

  • Must possess strong computing skills, including Microsoft Office and, specifically, Excel

  • Must be able to work independently after given instructions and guidance and enjoy a high degree of interaction with team members

  • Must have a high level of problem-solving capacity

  • Must be self-motivated and driven

  • Must communicate effectively - both in writing and orally

  • Must be willing and able to work overtime, particularly between September and December

Education and Experience:

  • Associate's degree or higher is preferred, but equitable work experience will be accepted

  • Enrollment in a degree program in pursuit of an associate's degree (or higher) will be considered, but only if in one of the following (or comparable) fields: accounting, business administration or general business, insurance, or legal studies

  • Accounting experience is preferred, but not required

  • Audit experience is preferred, but not required

  • At least one year in a customer service role and/or administrative role is required

  • Ability to multi-task in a fast-paced environment is required

Candidates should be comfortable with an on-site presence to support collaboration, team leadership, and cross-functional partnership.

Why Join Us:

At Acrisure, we're building more than a business, we're building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children's Hospital in Grand Rapids, Michigan, UPMC Children's Hospital in Pittsburgh, Pennsylvania and Blythedale Children's Hospital in Valhalla, New York.

Employee Benefits

We also offer our employees a comprehensive suite of benefits and perks, including:

  • Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.

  • Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.

  • Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.

  • Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.

  • ... and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting leaves@acrisure.com.

Final candidates will be required to complete post-offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.


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