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Financial Wellness Associate Jobs in Oregon (NOW HIRING)

VCA Animal Hospitals

Associate Veterinarian

Eugene, OR · On-site

Innovative associate health and well-being department (Headspace app subscriptions, Vault financial wellness tool, and access to additional mental health resources) * 401k retirement savings plan ...

VCA Animal Hospitals

Associate Veterinarian

Eugene, OR · On-site

Innovative associate health and well-being department (Headspace app subscriptions, Vault financial wellness tool, and access to additional mental health resources) * 401k retirement savings plan ...

Sensiba

Tax Associate - Fall 2027

Bend, OR · On-site

$70K - $75K/yr

Tax Associate - Fall 2027 Department: Tax Employment Type: Full Time Location: Bend, OR ... Retirement & Financial Planning Support - 401(k) with match, financial wellness programs.

VCA Animal Hospitals

Associate Veterinarian

Salem, OR · On-site

Innovative Associate health and well-being department (Headspace app subscriptions, Fidelity financial wellness tool, and access to additional mental health resources) * 401k retirement savings plan ...

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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 Oregon are hiring for Financial Wellness Associate jobs?

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

Financial Wellness Associate jobs near you

Associate Veterinarian

Eugene, OR • On-site

VCA Animal Hospitals
See more jobs at VCA Animal Hospitalsexternal

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 13 days ago

VCA Animal Hospitals rating

6.2

Company rating: 6.2 out of 10

Based on 660 frontline employees who took The Breakroom Quiz

29th of 56 rated veterinary

Job description

VCA Delta Oaks Animal Hospital is seeking an experienced Associate Veterinarian to join our tenured DVM team in Eugene, Oregon.

VCA Delta Oaks has a long standing client base with multiple generations of family and pets that come through our doors. We pride ourselves on outstanding patient care while considering the needs of the owners. At VCA Delta Oaks, you can be the Veterinarian you have always wanted to be! We have a unique culture in our hospital that values each person's individual skill and personality. There's something special about you and we are excited to learn more!

We are open Monday through Friday from 8:00 AM to 5:30 PM and Saturday from 8:00 AM to 4:00 PM. Schedule is full time and includes 4 days per week.

Eugene offers an abundance of outdoor activities and has an amazing restaurant scene with many local eateries and breweries!

Learn more about our hospital and Eugene, OR here:

Hospital Website

Eugene, OR

Travel Oregon - Eugene

As a member of the VCA family, eligible full-time employees will be rewarded with a competitive salary and a comprehensive benefits package, including:

Health & Well-being

  • Innovative associate health and well-being department (Headspace app subscriptions, Vault financial wellness tool, and access to additional mental health resources)

  • 401k retirement savings plan with companymatch

  • Health/dental/vision insurance, infertility benefits, gender affirmation services

  • Paid parental, vacation and sick leave

Professional Development

  • Continuing Education Allowance and paid Continuing Education Days

  • WOOF University - offering abundant CE for Doctors and Staff

  • VCA Academy's Mentorship Program - participate as a mentee or mentor in a GP or ER setting

  • Opportunities to participate in a robust Clinical Studies program

Additional Benefits

  • Up to 100% Pet Care Discount for your own pets

  • 100% paid professional liability coverage

  • 100% paid life insurance

  • 100% paid short-term disability insurance

  • Access to a network of 5,000 doctors, including more than 600 specialists

If you are a current associate, you need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.

Benefits: We offer competitive compensation along with a comprehensive benefits package, including medical, dental, vision and paid vacation/sick days, 401(k), generous employee pet discounts and more!The information in this position description indicates the general nature and level of work to be performed. It is not designed to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of associates assigned to this job. Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development).We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement please see our career page at vcacareers.com.

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