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Financial Wellness Associate Jobs in Oregon (NOW HIRING)

VCA Animal Hospitals

Associate Veterinarian

Aloha, 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 ...

VCA Animal Hospitals

Associate Veterinarian

Aloha, 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 ...

Jobs for Humanity

Tax Associates

Stayton, OR

$61K - $81K/yr

Our benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs. Employee Assistance Program with Health Advocate. Wellbeing program, BetterYou, to ...

Washington County, OR

Financial Analyst

Hillsboro, OR · On-site

$90K - $110K/yr

An Associate's Degree in finance, accounting, economics, statistics, or a related field; AND four ... We promote employee development and offer an award-winning benefits and wellness program as well as ...

KA Recruiting Inc.

CT Technologist

Carlton, OR

Associate's degree and/or Baccalaureate degree * License: Current Radiation Operator in the state ... Mental, physical, and financial wellness programs (free gym memberships, virtual care appointments ...

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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

VCA Animal Hospitals

Medford, OR

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 6 days ago

VCA Animal Hospitals rating

6.1

Company rating: 6.1 out of 10

Based on 658 frontline employees who took The Breakroom Quiz

27th of 52 rated veterinary

Job description

Join us as an Associate Veterinarian at VCA Jackson Animal Hospital and you'll quickly discover that you're well supported by world-class medicine, technology, facilities and a talented team. You'll be empowered to do your best work with a team you can count on. At VCA, the future of veterinary medicine is in our hands.

Why join the team

  • Beautifully remodeled in 2022, our hospital is fully equipped for medical, surgical and dental cases
  • Hands-free radiology safety standards
  • Southern Oregon provides many diverse opportunities for outdoor activities!
  • Students and new graduates are encouraged to apply and will receive dedicated mentorship

Schedule

  • Flexible: Full-Time or Part-Time positions available.
  • Flexible scheduling to accommodate work/life balance and long weekends!
  • Hours: Monday - Friday, 9am - 6pm; Saturday, 9am - 4pm

Cases

  • Dogs, cats and pocket pets
  • Advanced surgery help on site including Tibial Tuberosity Advancement (TTA) and other orthopedics as well as advanced soft tissue surgery.

Who we look for

  • People obsessed with pets and their care
  • Dedicated experts who want to provide world-class medicine
  • Collaborators who enjoy teaching others and working as a team
  • Curious lifelong learners who want to grow and thrive for a dynamic and fulfilling career
  • Empathetic partners who develop strong client and Associate relationships built on trust

Total Rewards

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

Compensation

  • Salary is negotiable based on experience, skills, knowledge, abilities and other relevant credentials. Salary range listed is based on a 40-hour work week.
  • This position may also be eligible for other variable pay programs.

Health & Well-being

  • 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 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 the care team
  • Opportunities to participate in a robust Clinical Studies program

Discover Additional BenefitsBenefits | VCA (vcacareers.com)

Qualifications

  • A Doctor of Veterinary Medicine (DVM) degree, from an accredited university or equivalent
  • Licensure in good standing to practice in Oregon state, or the ability to obtain
  • A commitment to practicing the highest standard of medicine and upholding the veterinary code of ethics

About VCA

VCA is a leader in veterinary care and is committed to taking care of the future of veterinary medicine. With a network of 1,000 animal hospitals, we impact pets, people and our communities by delivering world-class medicine with hometown care to over 4.5 million pets annually.

Trusted and empowered, our 35,000 Associates collaborate and unleash their unique power to achieve the best outcomes. With access to endless resources, we continuously learn and share knowledge to build fulfilling careers, push our profession forward and make a lasting impact on our shared future.

VCA is part of the Mars Veterinary Health family of brands, working towards A Better World for Pets. Learn more at www.vca.com or find us on social media.

Learn more about the hospital HERE.

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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