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Financial Wellness Associate Jobs in Michigan (NOW HIRING)

Elder Associate (CNA) Position Job Type: Full Time | Varied $3,000 Sign on bonus available $1,000 ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Part Time | Days $3,000 Sign on bonus available $1,000 Hot ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Full Time | Nights $3,000 Sign on bonus available $1,000 ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Part Time | Evenings $3,000 Sign on bonus available $1,000 ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Full Time | Evenings $3,000 Sign on bonus available $1,000 ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Client Success Specialist

Detroit, MI · On-site

$16.50 - $18.38/hr

Associate's degree preferred; Bachelor's degree may substitute for experience. * A strong sense of ... A mission‑driven organization with over 60 years of impact in financial wellness. * A culture ...

Client Success Specialist

East Lansing, MI · On-site

$16.50 - $18.38/hr

Associate's degree preferred; Bachelor's degree may substitute for experience. * A strong sense of ... A mission‑driven organization with over 60 years of impact in financial wellness. * A culture ...

Elder Associate (CNA) Position Job Type: Part Time | Days $3,000 Sign on bonus available $1,000 Hot ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Part Time/ Night Night/Evening, Weekend 1/3, Christmas Odd ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Part Time | Evenings $3,000 Sign on bonus available $1,000 ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Client Success Specialist

Traverse City, MI · On-site

$16.50 - $18.38/hr

Associate's degree preferred; Bachelor's degree may substitute for experience. * A strong sense of ... A mission‑driven organization with over 60 years of impact in financial wellness. * A culture ...

Elder Associate (CNA) Position Job Type: Full Time | Varied $3,000 Sign on bonus available $1,000 ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Part Time | Evenings $3,000 Sign on bonus available $1,000 ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Part Time | Day $3,000 Sign on bonus available $1,000 Hot ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Part Time | Night $3,000 Sign on bonus available $1,000 ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Full Time | Nights $3,000 Sign on bonus available $1,000 ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Part Time/ Night Night/Evening, Weekend 1/3, Christmas Odd ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Elder Associate (CNA) Position Job Type: Full Time | Varied $3,000 Sign on bonus available $1,000 ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

Client Success Specialist

Marquette, MI · On-site

$16.50 - $18.38/hr

Associate's degree preferred; Bachelor's degree may substitute for experience. * A strong sense of ... A mission‑driven organization with over 60 years of impact in financial wellness. * A culture ...

Showing results 41-60

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:

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago


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Company rating: 5.9 out of 10

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Job description

Elder Associate (CNA) Position 

Job Type: Full Time | Varied

$3,000 Sign on bonus available

$1,000 Hot job referral bonus available to current staff

Schedule: 40 hours per week, non-exempt, evening/day shifts, every other weekend (2nd and 4th), Christmas holiday rotation odd years

Medora House

Your experience matters

UP Health System - Portage is part of Lifepoint Health, a diversified healthcare delivery network with facilities coast to coast. We are driven by a profound commitment to prioritize your well-being so you can provide exceptional care to others. As an Elder Associate (CNA) joining our team, you're embracing a vital mission dedicated to making communities healthier . Join us on this meaningful journey where your skills, compassion and dedication will make a remarkable difference in the lives of those we serve.

How you'll contribute

 An Elder Associate who excels at this role:

  • Perform basic patient care skills under the direction of a Registered Nurse.
  •  Demonstrate safe practices with caring for patients.
  •  Provides general nursing care such as position the patient, lifting, turning, applying/utilizing special equipment, assisting in the use of bed pan, urinal or commode, ambulating the patient, bed bath, oral and hair care, changing bed linens, cleaning and straightening patient room and other general care necessary.
  • Takes and records vitals and intake and output measurements accurately. Documents in a timely manner.
  •  Answers Elder call lights, telephone, and paging system and respond as appropriate.

Why join us

We believe that investing in our employees is the first step to providing excellent patient care. In addition to your base compensation, this position also offers:

  • Comprehensive Benefits: Multiple levels of medical, dental and vision coverage for full-time and part-time employees.
  • Financial Protection & PTO: Life, accident, critical illness, hospital indemnity insurance, short- and long-term disability, paid family leave and paid time off.
  • Financial & Career Growth: Higher education and certification tuition assistance, loan assistance and 401(k) retirement package and company match.
  • Employee Well-being: Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments, mental health services and discount programs).
  • Professional Development: Ongoing learning and career advancement opportunities.

What we're looking for

Applicants must have a Michigan Nurse Aide certification (CNA) required (must be obtained within 4 months of hire) Additional Requirements include:

  • Basic Life Support (BLS) required (available upon hire)

  • ServSafe required within 6 months of hire 

  • Graduate of a Program in Discipline required

  • High School Diploma or equivalent required

  • Minimum 1-2 years of CNA experience preferred
  • Requires critical thinking skills, decisive judgment and the ability to work with minimal supervision.

  • Must be able to work in a stressful environment and take appropriate action.

  • Demonstrates proficiency in verbal and written communication skills

  • Excellent interpersonal skills and the ability to interact effectively and professionally with individuals at all levels; both internal and external

More about UP Health System - Portage Team

 Portage Pointe is a long-term care facility with 60 beds to offer to the senior community and is known as the premier nursing home serving the entire Upper Peninsula. We are a certified Eden Alternative facility and take great pride in providing a home-like environment for residents. Portage Pointe is regulated by the Centers for Medicare and Medicaid (CMS), a member of the American Health Care Association (AHCA), and a member of the Healthcare Association of Michigan (HCAM). There are 5 different homes where staff have the opportunity to positively impact the lives of Elders through engaging in daily care, eating with elders, walking in the beautiful garden, and participating in activities in and outside our homes.

UP Health System - Portage has been serving Michigan's Western Upper Peninsula since 1896. It supports a multi-specialty medical community with over 40 physicians, and more than a dozen allied health professionals. The main campus features a 36-bed hospital, accredited as a chest pain center by the Society of Cardiovascular Patient Care (SCPC). 

UP Health System - Portage was the first in the state to achieve Level III ACC (American College of Cardiology) verification as a trauma center. Additional services include dedicated physician hospitalists, cardiopulmonary services, elective and emergency orthopedics, women's health, general surgery, hematology and oncology, internal medicine, sports medicine and rehabilitation and sports medicine, x-ray and diagnostics (including MRI, mobile PET scan, 64-slice CT scanner, nuclear imaging, and 3D mammography), an advanced wound care center, a sleep lab, two Express Care walk-in clinics, a regional dialysis unit, pharmacy services, laboratory services, home care, and a 60-bed senior living community.

With small communities and big ideas, Michigan's Upper Peninsula is the perfect place for people to explore their many interests. Visit the art galleries, and museums, walk along the beaches of Lake Superior, hike, bike, and explore the beautiful nature trails. Wrap yourself up in a blanket of bright stars, clean air and open water. Hancock is a community that brings together small-town values, rich history and a four-season wonderland for outdoor enthusiasts - without long commute times or congested highways. The Keweenaw is home to two universities - Michigan Technological University and Finlandia University. The community benefits from the diversity, culture and high standards of living contributed to our small town. We often call the Keweenaw the "Copper Country" because of the amount of natural "float" copper found in the area. In fact, at 90% pure, much of the copper is the purest copper in the world. 

Welcome, to the Keweenaw Peninsula! 

EEOC Statement

"UP Health System - Portage is an Equal Opportunity Employer. UP Health System - Marquette is committed to Equal Employment Opportunity for all applicants and employees and complies with all applicable laws prohibiting discrimination and harassment in employment."


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About LifePoint Health

Sourced by ZipRecruiter

Lifepoint Health serves patients, clinicians, communities and partners across the healthcare continuum. Our diversified healthcare delivery network extends from coast to coast, consisting of community hospitals, rehabilitation and behavioral health hospitals, and additional sites of care.

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Brentwood, TN, US

Year founded

1999

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