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Financial Wellness Associate Jobs in Minnesota (NOW HIRING)

Heihotels

Room Attendant

Minneapolis, MN · On-site

$18/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.

Room Attendant - Full-Time - Weekends required

HEI Hotels and Resorts

Minneapolis, MN • On-site

$18.03/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

HEI Hotels & Resorts rating

6.4

Company rating: 6.4 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

Job description

About Us
Hotel Ivy is a true luxury, Forbes recommended hotel in downtown Minneapolis. We're an intimate, boutique hotel with a limited 136 guestrooms and unique event spaces. From our famed Penthouse atop the Historic Ivy Tower, to our three new onsite restaurants and bars, and our Forbes 4 Star retreat at Anda Spa and Fitness, we're the perfect complement to time spent in the Twin Cities! Our gracious team is ready to welcome you to the family. You can be part of a passionate group of people that has fun, works hard, and loves one another. When you join the HEI family, you also get the benefit of the HEI Loves culture. HEI Loves is dedicated to celebrating our associates by offering the most competitive compensation, benefits, and PTO programs. Our associates are also eligible to take advantage of everything from health and wellness packages and robust retirement plans to travel benefits, product and service discounts, and much more.
Don't meet every single requirement of this job? At HEI we are dedicated to building a diverse and inclusive workplace, so if you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, we encourage you to still send in your information. You may be the perfect candidate for this or for other roles within our organization!
We value U.S. military experience and invite all qualified military candidates to apply.
Compensation
Salary Range: $18.03 - $18.03 Hourly
Tipped/Service Charge Eligible? No
Discretionary Performance Bonus Eligible? No
Overview
Maintain the hotel rooms and building to ensure safe and clean experience for hotel guests, associates, and vendors.
Essential Duties and Responsibilities
  • Clean bathtub, toilet, sink, walls, mirrors, tiles, counters, and floor surfaces using cloths, mops, sponges, brushes, and/or cleaning agents by extending arms over head, bending, and stooping.
  • Adhere to cleaning procedures and instructions for use of cleaning agents.
  • Strip beds and make beds, changing bed linens, which may require lifting bedspreads weighing a maximum of 50 lbs.
  • Dust all furniture, pictures, drawers, window ledges, and shelves thoroughly.
  • Push and pull vacuum throughout the entire room and empty trash.
  • Replenish amenities, linens, and supplies in guest room.
  • Sign for room keys, retrieve, push to assigned rooms and restock heavy cart. Visually inspect room for cleanliness and appearance and signify completion for room.
  • Comply with attendance rules and be available to work on a regular basis.
  • Perform any other job-related duties as assigned.

Qualifications and Skills
  • Ability to scrub and scour surfaces, extend arms over head to perform cleaning tasks, and work in confined spaces.
  • Must be willing to "pitch-in" and help co- workers with their job duties and be a team player.
  • Knowledge of chemical cleaning agents and operation of various cleaning equipment with or without reasonable accommodation.
  • Ability to push and/or pull equipment weighing up to 100 lbs. with or without reasonable accommodation.
  • Effective verbal and written communication skills.
  • Ability to adapt communication style to suit different audiences, such as effectively communicating with supervisors, coworkers, public etc.

Benefits
HEI Hotels and Resorts is committed to providing a comprehensive benefit program that offers you choices for your physical, mental and financial wellness, creating value in your most important investment - you!
For your physical and mental wellness we offer competitive Medical and Dental programs through Anthem Blue Cross Blue Shield as well as Vision insurance programs through EyeMed. Our Vacation, Sick and Holiday programs are available for you to rejuvenate with time off. HEI also provides pet insurance through the ASPCA. For your financial wellness, HEI provides a wide array of coverage, including Supplemental, Spousal and Child Life insurance as well as Short and Long-Term Disability plans. Our 401(k) Savings Plan with matching funds, and discounts through our 'YouDecide' and Hotel Room Discount programs provide additional incentives for choosing HEI as the employer of your future. Specific details and eligibility of these programs vary by location and employment status.
HEI Hotels and Resorts is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.

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