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Financial Wellness Associate Jobs in Minnesota (NOW HIRING)

Dental Care Alliance

Dental Hygienist

Wayzata, MN · On-site

$38.50 - $50.75/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 Care Alliance

Dental Hygienist

Wayzata, MN · On-site

$38.50 - $50.75/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 Care Alliance

Dental Hygienist

Wayzata, MN · On-site

$38.50 - $50.75/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 Care Alliance

Dental Hygienist

Wayzata, MN

$38.50 - $50.75/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 ...

Heihotels

General Manager

Minneapolis, MN

$170K - $180K/yr

Our associates are also eligible to take advantage of everything from health and wellness packages ... Overview Lead, supervise, and direct the operations and financial activities of the hotel.

HEI Hotels and Resorts

General Manager

Minneapolis, MN · On-site

$170K - $180K/yr

Our associates are also eligible to take advantage of everything from health and wellness packages ... Overview Lead, supervise, and direct the operations and financial activities of the hotel.

HEI Hotels & Resorts

Night Auditor

Minneapolis, MN · On-site

$22 - $24/hr

As a company we offer associates a wide array of benefits including medical, dental, vision, and ... For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal ...

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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 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.

Financial Systems Lead

Americo Financial Life and Annuity

Minneapolis, MN

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Americo is hiring a full-time Financial Systems Lead to join our expanding team!

This position is full time and based in office at our Kansas City, MO location.

Overview

This role works with Finance, IT, and business stakeholders to optimize financial systems, improve automation, enhance reporting, and support core finance processes within established guidelines and service level expectations. This position reports to the Chief Accounting Officer.

Key Responsibilities

• Lead or support implementation of new Oracle Fusion functionality, modules, and process improvements.

• Partner with Finance, IT, and business stakeholders to troubleshoot issues, provide training, and support long-term system enhancements and continuous improvement.

• Streamline end-to-end finance processes and identify automation opportunities to reduce manual effort and errors across finance operations.

• Support the development and maintenance of system-based reports and dashboards for finance users.

• Ensure data integrity and consistency across subledger and general ledger systems.

Required Qualifications

• Bachelors Degree completed in Accounting, Finance, Information Systems, Business, or a related field.

• 5+ years of experience in financial systems, accounting, or finance operations.

• Hands-on experience with Oracle Fusion Financials and EPM or Oracle E-Business Suite (EBS).

• Experience with Oracle Cloud tools such as Smart View, Narrative Reporting, OTBI, or BI Publisher.

• Experience supporting ERP implementations, upgrades, or system enhancements.

• Strong analytical thinking, problem-solving, collaboration, attention to detail, and continuous improvement skills.

• Experience developing dashboards, reports, or analytics for finance users.

• Ability to partner cross-functionally with Finance, IT, and business stakeholders to drive process improvements and system adoption.

About Us

Americo: We’re in this for life

The roots of the Americo family of companies date back more than 100 years. Americo is a life insurance and annuity company providing innovative products to our customers. At Americo, it’s the people who make things work, so we hope you join us.

What You’ll Love About Working at Americo:

Compensation

Our competitive pay and robust bonus program, offered to all associates, will make you feel valued

Learning and development

We prepare you for success with a comprehensive, paid training program. Additionally, our Talent Development team creates various development opportunities for associates at every stage of their careers.

Work-life balance

We value work-life balance with our generous paid time off; you begin accruing hours every month, and they increase with tenure. All new hires earn over three weeks of paid time off annually, plus 11 paid company holidays! We also support new parents with a maternity and parental leave program, along with paid STD and LTD.

Health and well-being

We are committed to your health and are pleased to offer flexible benefits designed to support you and your family, with high quality coverage and meaningful company contributions.

Benefits include PPO and HDHP medical plan options with HSA and FSA eligibility, along with dental and vision coverage. Additionally, we provide company paid life insurance, disability coverage, a confidential EAP, a wellness program, comprehensive health resources, corporate fitness discounts, and a 401(k) plan with employer matching.

Future planning

Americo offers a 401(k) with a company match. We also have tuition reimbursement programs to further your education.

Giving back

We support several local organizations, such as Ronald McDonald House, Hope Lodge, the American Red Cross, Harvesters, and many more. Our associates volunteer their time and donate money alongside the company to make a difference in our community.

The fun stuff

Americo participates in the Kansas City Corporate Challenge, a great way to connect with coworkers. Additionally, we host events like a Royals Party at the K, a legendary Holiday Party, and in-office events with local vendors to allow associates to step away from work and enjoy each other’s company.

Bustling environment

Our newly renovated offices are conveniently located in downtown Kansas City, within walking distance of your favorite restaurants and attractions. Plus, you’ll receive complimentary paid parking near our Americo offices – downtown parking is a premium, but we’ve got you covered.
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