ZipRecruiter

Log In

1

Financial Wellness Associate Jobs in Washington (NOW HIRING)

Range

Financial Planner

Mclean, VA · On-site

$78K - $104K/yr

Join us as we make financial wellness accessible for millions more people! About the role We're ... Associate (ECA) or similar * 4-8+ years experience in a client-facing financial services roles

Range

Senior Financial Planner

Mclean, VA · On-site

$78K - $104K/yr

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

Range

Senior Financial Planner

Mclean, VA · On-site

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

Turn2Partners

Contact Center Associate

VA · On-site

$21/hr

The organization has a long history of promoting financial wellness and delivering dependable ... The Contact Center Associate will follow up on outstanding items, help manage competing ...

Howard University

Associate Dean

Washington, DC · On-site

Financial Wellness: Competitive salary, 403(b) with company match * Professional Development ... The Associate Dean for Research and Graduate Programs is responsible for managing Teaching ...

Towncare Dental Partnership

Dental Hygienist

Arlington, VA · On-site

$43.75 - $57.50/hr

Student loan and financial wellness support through Candidly, including personalized counseling ... Education: Associate orbachelor'sdegree inDentalHygiene * License: Active state license as a ...

Equitable Advisors

Wealth Management Associate

Columbia, MD · On-site

$250 - $1.0K/wk

Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2 ...

next page

Showing results 1-20

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

Assistant Director of Financial Aid for Online Programs

Washington, DC • On-site

Howard University
See more jobs at Howard Universityexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 8 days ago

Howard University rating

8.1

Company rating: 8.1 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

172nd of 633 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:
Develop financial aid packages for prospective and current students and exercise discretion in the review of confidential information. Train new counselors on packaging procedures. Assists with the processing of SAP Appeals. Provide direction, as needed, to the Systems Management Team and Student Finance regarding correct tuition set-ups. Manage the financial aid process for all online programs and provide reporting strategies to keep up with the fluid nature of the program. Develop communication and presentation strategies for financial wellness group debt management sessions. Oversee the annual loan debt project and generate loan debt reports, by academic program, for data analysis. Provide thorough counseling to students. Assist the Executive Director of Financial Aid and Office of Financial Aid Management Team as needed.
NATURE AND SCOPE:
The position reports to the Associate Director of Graduate and Professional Programs and has internal and external contact with students, faculty, staff, student advocates, and representatives of government agencies, community organizations, legislative representatives, scholarship organizations, foundations, and the public.
PRINCIPAL ACCOUNTABILITIES:
  • Analyze FAFSA (federal) data for graduate students to determine federal aid eligibility under federal methodology, by assisting the Associate Director of Graduate and Professional Programs in implementing and interpreting federal regulations and academic programs' terms of enrollment. Exercise discretion in determining when it may be appropriate to invoke authority to use professional, independent judgment to deviate from federal methodology, on a case-by-case basis, and when needed, to advise academic programs if institutional funding, in conjunction with federal aid, results is an over-award, or if the institutional funding type is inappropriate for the enrollment status. Use judgment when to implement and release federal funding holds. Monitor enrollment during drop/add; adjust aid budgets and financial aid, accordingly, to avoid over-awards. Failure to award federal funds correctly could lead to the loss of institutional participation in the Federal Financial Aid Programs or fines from the U.S. Department of Education.

  • Manage the financial aid process for online programs; keep pace with program growth and student progression between the full-time and part-time status; provide critical information about student issues and systems/IT problems with the Financial Aid Management team and senior leadership.

  • Develop/enhance annual/quarterly federal Satisfactory Academic Progress (SAP) reports for federally mandated SAP reviews, working with the University Office of the Registrar, the Online program Directors/Chairs/Deans or Associate Deans, as needed. Advise students and academic programs of federal SAP standards and provide non-federal funding options to students if standards are not met. Work with academic programs to ensure students receive appropriate documented SAP-related academic counseling for future reinstatement of federal aid. Incorrect SAP reports and failure to provide thorough explanations to affected students and academic programs could impact the financial health of the University, resulting in audit or federal program review findings and/or fines from the Department of Education. Assist students in meeting their financial responsibilities to Howard University, thereby supporting the enrollment and retention goals of the University. In the course of counseling students, assess individual financial situations to determine whether there exists sufficient change or an extenuating circumstance to justify a review and potential modification to initial eligibility determination.

  • Assist the Director in analyzing a great deal of data and multiple reports so that accurate information is captured when awarding/processing financial aid. Monitor federal financial aid regulations and assist the Director in developing updates for students and staff to ensure University operations are in compliance with federal regulations. Work closely with the Systems Team to design, test and troubleshoot system procedures. Monitor system functions so that federal deadlines are met. Work with third-party, federal and University data systems (COD, FAA Access, NSLDS) to troubleshoot, analyze federal loan portfolios, complete federal refund/repayment documentation, analyze transaction reports and provide advice about University billing/payment problems to students and staff. Oversee NSLDS transfer monitoring so mid-year transfer students do not receive duplicate awards. Failure to effectively implement programs properly, process federal funds, monitor federal loan portfolios, complete federal refunds correctly, could result in audit or federal program review findings and/or fines from the U.S. Department of Education.

  • Conduct webinars, group financial aid orientations, group debt management sessions (for high-debt graduate programs) and individual exit sessions for all graduating graduate/professional students on both campuses. Clear and understandable information about very complex loan repayment plans must be provided. Failure to provide such information to exiting students could result in student defaults that must be reported to the U.S. Department of Education. Additionally, failure to conduct exits within the federal timeframe, could impact the financial health of the University, resulting in audit or federal program review findings and/or fines from the Department of Education.

  • Works collaboratively with the offices of Financial Aid, Bursar, Registrar, Admissions and Development, the academic colleges and schools, and the Scholarship Committee to select and distribute scholarships and other financial aid.

  • Accurately and skillfully utilizes Workday, SharePoint, U.S. Department of Education systems and databases/tools to monitor, process and adjust financial aid awards as required.

CORE COMPETENCIES AND QUALIFICATIONS:
  • Knowledge of financial aid legislation and internal and external reporting requirements and ability to objectively evaluate student aid eligibility in accordance with the applicable guidelines.

  • Experience with software which includes but is not limited to Peoplesoft, National Student Loan Data System (NSLDS), ELM, FSA portal, NASFAA and Common Origination and Disbursement (COD).

  • Strong skills in Microsoft Office software (Word, Excel, Access and PowerPoint).

  • Ability to work under pressure and meet deadlines.

  • Ability to set priorities and manage multiple high-priority tasks simultaneously.

  • Competence in both oral and written English.

  • Excellent interpersonal, communication, and organizational skills with attention to detail.

  • Ability to maintain confidentiality of information.

  • Ability to establish and maintain harmonious and effective work relations with students, staff, faculty, and the public.

  • Experience in higher education/financial aid environment is highly desirable.

  • Must be comfortable with large institution fast-paced environments.

  • Outstanding verbal and written communication skills.

  • Outstanding interpersonal abilities and a poised, professional demeanor are essential.

  • Ability to exercise good judgment in maintaining confidential data.

  • Critical ability to multi-task, prioritize, and execute.

  • Confidence to take initiative, ask questions and make recommendations with the end goal of process improvement and customer satisfaction.

  • Assists in the daily operations of the Financial Aid office.

  • Any additional duties as assigned.

  • May be required to work evenings and weekends.

  • This is an on-campus position.

MINIMUM REQUIREMENTS:
Bachelor's Degree Required; Master's degree preferred. 5 years of experience in accounting and financial aid or an equivalent combination of relevant education and experience.
Note: This position description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as may be required. The university has the right to revise this position description at any time. This position description should not be construed as a contract for employment.
Compliance Salary Range Disclosure
Expected Pay Range: $80,000 to $85,000

What Howard University employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply