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Financial Wellness Associate Jobs in Washington (NOW HIRING)

Howard University

Financial Aid Counselor-1

Washington, DC · On-site

$44K - $58K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Financial Wellness: Competitive salary, 403(b) with company match * Professional Development ... Other duties as assigned by the financial aid director/associate director and/or Manager of ...

Range

Senior Financial Planner

Mclean, VA · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Join us as we make financial wellness accessible for millions more people! About the role We're ... Associate (ECA) or similar * 6-9+ years experience in a client-facing financial services roles

GDIT

FINANCIAL ANALYST ASSOCIATE

Falls Church, VA · Hybrid

$25.63 - $34.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

No FINANCIAL ANALYST ASSOCIATE Contribute to the strategic direction of the business and support ... Comprehensive benefits and wellness packages, 401K with company match, and competitive pay and paid ...

Dental Care Alliance

Job Dental Hygienist

Arlington, VA · On-site

$43.75 - $57.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Pet insurance and pet care discount programs Financial Wellness & Retirement * 401(k) retirement ... Associate or bachelor's degree in Dental Hygiene * License: Active state license as a Registered ...

Brown Advisory

Private Client Relationship Associate

Washington, DC · On-site

$45K - $56K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Relationship Associate Private Client Service delivers highly customized and comprehensive service ... Financial wellness program • Fitness event fee reimbursement • Gym membership discounts • ...

Dental Care Alliance

Dental Hygienist

Fairfax, VA · On-site

$62 - $67/hr

Associate or bachelor's degree in Dental Hygiene. * License: Active state license as a Registered Dental Hygienist (RDH). * Certifications: Local anesthesia certification and CPR/First Aid (if ...

Dental Care Alliance

Dental Hygienist

Vienna, VA · On-site

$62 - $67/hr

Associate or bachelor's degree in Dental Hygiene. * License: Active state license as a Registered Dental Hygienist (RDH). * Certifications: Local anesthesia certification and CPR/First Aid (if ...

Dental Care Alliance

Job Dental Hygienist- 2 Locations

Arlington, VA · On-site

$43.75 - $57.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Pet insurance and pet care discount programs Financial Wellness & Retirement * 401(k) retirement ... Associate or bachelor's degree in Dental Hygiene * License: Active state license as a Registered ...

Dental Care Alliance

Dental Hygienist

Burke, VA · On-site

$62 - $67/hr

Associate or bachelor's degree in Dental Hygiene * License: Active state license as a Registered Dental Hygienist (RDH) * Certification s: Local anesthesia certification and CPR/First Aid (if ...

Dental Care Alliance

Dental Hygienist

Arlington, VA · On-site

$62 - $67/hr

Associate or bachelor's degree in Dental Hygiene. * License: Active state license as a Registered Dental Hygienist (RDH). * Certifications: Local anesthesia certification and CPR/First Aid (if ...

Dental Care Alliance

Job Dental Hygienist- 2 Locations

Mclean, VA · On-site

$39 - $51.25/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Pet insurance and pet care discount programs Financial Wellness & Retirement * 401(k) retirement ... Associate or bachelor's degree in Dental Hygiene * License: Active state license as a Registered ...

Dental Care Alliance

Dental Hygienist

Mclean, VA · On-site

$62 - $67/hr

Associate or bachelor's degree in Dental Hygiene. * License: Active state license as a Registered Dental Hygienist (RDH). * Certifications: Local anesthesia certification and CPR/First Aid (if ...

Dental Care Alliance

Dental Hygienist

Annandale, VA · On-site

$62 - $67/hr

Associate or bachelor's degree in Dental Hygiene. * License: Active state license as a Registered Dental Hygienist (RDH). * Certifications: Local anesthesia certification and CPR/First Aid (if ...

Dental Care Alliance

Dental Hygienist

Falls Church, VA · On-site

$62 - $67/hr

Associate or bachelor's degree in Dental Hygiene. * License: Active state license as a Registered Dental Hygienist (RDH). * Certifications: Local anesthesia certification and CPR/First Aid (if ...

Dental Care Alliance

Dental Hygienist

Alexandria, VA · On-site

$62 - $67/hr

Associate or bachelor's degree in Dental Hygiene. * License: Active state license as a Registered Dental Hygienist (RDH). * Certifications: Local anesthesia certification and CPR/First Aid (if ...

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All JobsFinancial Wellness Associate JobsFinancial Wellness Associate Jobs in Washington

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 Washington are hiring for Financial Wellness Associate jobs?

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

Financial Wellness Associate jobs near you

Financial Aid Counselor-1

Howard University

Washington, DC • On-site

$44K - $58K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 28 days ago

Howard University rating

8.1

Company rating: 8.1 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

162nd of 619 rated colleges and universities

Job description

The Talent Acquisition department hires qualified candidates to fill positions which contribute to the overall strategic success of Howard University. Hiring staff "for fit" makes significant contributions to Howard University's overall mission.
At Howard University, we prioritize well-being and professional growth.
Here is what we offer:
  • Health & Wellness: Comprehensive medical, dental, and vision insurance, plus mental health support
  • Work-Life Balance: PTO, paid holidays, flexible work arrangements
  • Financial Wellness: Competitive salary, 403(b) with company match
  • Professional Development: Ongoing training, tuition reimbursement, and career advancement paths
  • Additional Perks: Wellness programs, commuter benefits, and a vibrant company culture

Join Howard University and thrive with us!
https://hr.howard.edu/benefits-wellness
BASIC FUNCTION:
The Financial Aid Counselor provides excellent customer service and guidance to financial aid applicants and their families throughout the financial aid application process; determines eligibility within the parameters of institutional, state and federal requirements.
SUPERVISORY AUTHORITY:
May be responsible for the supervision of student employees in the financial aid office.
NATURE AND SCOPE:
Internal contacts include students, faculty and staff. External contacts include families, prospective students, student advocates, and representatives of government agencies, lending institutions, guarantee agencies, community organizations, legislative representatives, and the general public.
PRINCIPAL ACCOUNTABILITIES:
  • Exercises independent judgment in the management of operational details of the financial aid process including but not limited to:
  • Provide advising throughout the financial aid process to prospective, new and current students and their families.
  • Reviews incoming financial aid application and any supporting documentation needed to determine the accuracy of the financial and household information reported on the FAFSA. This requires knowledge of not only federal financial aid regulations but IRS tax laws and how they relate to federal financial aid.
  • Complete assigned duties with a high degree of accuracy to ensure compliance while experiencing multiple interruptions.
  • Exercise great attention to detail when completing assignments as error in judgment or calculations could result in unintended consequences for the student and/or the institution such as under or over funding of a student, loss of student eligibility, audit findings, fines, damage to school's reputation or loss of institutional eligibility.
  • Will have the authority to recalculate and makes changes to financial aid awards when student's eligibility changes.
  • Maintain knowledge of federal, state and institutional policies as it relates to the awarding and disbursements of federal, state and institutional aid.
  • Assists with the oversight of the administration of both the federal and private loans. This includes the certification of private education loans, resolving issues between the university's system and the Dept. of Educations. Participation in state, regional and national professional development activities to ensure a complete understanding of federal and state regulations and remain current on changes to the federal and state aid programs.
  • Must utilize conflict resolution skill set to pacify disgruntled students and parents, helping them to understand the situation and identify potential solutions to issues.
  • Maintain student confidentiality in accordance with FERPA regulations.
  • Ensures that students are receiving Exit Counseling information upon withdrawal, graduation or dropping below half time.
  • Monitors TEACH grant eligibility; checks GPA after each semester, ensure required documents are complete, send TEACH Exit information, etc.
  • On an occasional basis, travel to an off-campus meeting site to attend institutional workshops;
  • Maintain work area in a neat and orderly fashion
  • Assist the management and other office staff in special project assignments;
  • Participates in committees under the direction of the Manager of Financial Aid counselors to review Satisfactory Academic Progress (SAP) appeals, Professional Judgment requests, and Howard University Scholarship appeals, as needed.
  • May be required to work evenings and weekends
  • Other duties as assigned by the financial aid director/associate director and/or Manager of Financial Aid Counselors.

CORE COMPETENCIES:
  • Must have a thorough knowledge of available types of financial aid, scholarships and general student eligibility criteria.
  • Familiar with financial documents and a high competency of computer skills
  • Proficiency in technology and the systems used to determine student's eligibility and originate a financial aid award. (These may include but not limited to: Workday, Banner, NSLDS, COD, CPS, ELM, MS, School Servicing Center, Campus Logic, Word, Excel, etc.)
  • Ability to interpret complex financial aid regulations and apply appropriately in different situations
  • Understanding personal income tax laws as they relate to federal financial aid
  • Ability to work independently as well as in a team environment
  • Strong interpersonal skills
  • Strong problem-solving abilities and the ability to use sound judgment for decision-making

MINIMUM REQUIREMENTS:
Bachelor's Degree and at least two years of experience in financial aid (or a related area) or the equivalent combination of education and work experience combined.
Compliance Salary Range Disclosure
Expected Salary Range: $60,000 - $70,000

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