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Financial Wellness Associate Jobs in Minnesota (NOW HIRING)

A Hiring Company

Maintenance Associate

Minneapolis, MN · On-site

$25/hr

People Serving People is seeking a Maintenance Associate responsible for performing routine ... Financial wellness benefit. The chance to make a real difference in the community. Compensation ...

YMCA

Health and Wellness Director

Woodbury, MN

$50K - $62K/yr

... to the Associate Vice President of Operations. The incumbent works closely with the branch ... and financial control and staff management and development Demonstrated success promoting and ...

YMCA of the USA

Health and Wellness Director

Woodbury, MN · On-site

$50K - $62K/yr

... to the Associate Vice President of Operations. The incumbent works closely with the branch ... financial control and staff management and development • Demonstrated success promoting and ...

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Financial Wellness Associate information

How to work on financial wellness?

A Financial Wellness Associate helps individuals improve their financial health by providing education on budgeting, saving, and debt management. Developing skills in financial planning, using tools like spreadsheets or financial software, and obtaining relevant certifications can enhance effectiveness in this role.

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.

What is the least stressful job in banking?

A Financial Wellness Associate typically experiences moderate stress levels, as the role involves advising clients on financial health and planning. Compared to roles like loan officers or investment bankers, it often has more predictable hours and less high-pressure decision-making, making it relatively less stressful within banking positions.

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 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 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 does a financial wellness associate do?

A financial wellness associate helps individuals improve their financial health by providing guidance on budgeting, saving, debt management, and financial planning. They often assess clients' financial situations, educate on financial products, and may use tools like financial software to develop personalized strategies. The role typically requires strong communication skills and knowledge of financial principles.
What cities in Minnesota are hiring for Financial Wellness Associate jobs? Cities in Minnesota with the most Financial Wellness Associate job openings:
Financial Wellness Associate jobs near you
Infographic showing various Financial Wellness Associate job openings in Minnesota as of July 2026, with employment types broken down into 90% Full Time, and 10% Part Time. Highlights an 100% In-person job distribution.

Client Growth Banker: Elevate Financial Wellness

3M HEALTHCARE

Duluth, MN • On-site

Full-time

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

Job description

PNC is seeking a branch-based associate in Duluth, GA to acquire and deepen the customer base and to manage the customer experience. You will drive proactive sales conversations, identify opportunities to improve customers' financial wellbeing, and deepen wallet share using a defined sales process. Responsibilities include educating customers on PNC solutions, collaborating with partners, and ensuring risk is managed by adhering to policies. #J-18808-Ljbffr

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