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Financial Wellness Associate Jobs in Washington (NOW HIRING)

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 ...

Potomac Partners

Tax Associate, 14530

Washington, DC

$66K - $88K/yr

The Private Client Tax Associate reports to the Head of Fiduciary Tax Services and will be ... Financial wellness program * Gym membership discounts * Fitness event fee reimbursement * Corporate ...

Potomac Partners

Tax Associate, 14530

Washington, DC

$66K - $88K/yr

The Private Client Tax Associate reports to the Head of Fiduciary Tax Services and will be ... Financial wellness program * Gym membership discounts * Fitness event fee reimbursement * Corporate ...

Dental Care Alliance

Dental Hygienist

Fairfax, VA · On-site

$60 - $62/hr

Student loan and financial wellness support through Candidly , including personalized counseling ... Associate or bachelor's degree in Dental Hygiene * License: Active state license as a Registered ...

Dental Care Alliance

Dental Hygienist

Fairfax, VA · On-site

$60 - $62/hr

Student loan and financial wellness support through Candidly , including personalized counseling ... Associate or bachelor's degree in Dental Hygiene * License: Active state license as a Registered ...

Dental Care Alliance

Dental Hygienist

Woodbridge, VA

$58 - $60/hr

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

Woodbridge, VA · On-site

$58 - $60/hr

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 ...

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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 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

Contact Center Associate

Turn2Partners

VA • On-site

$21/hr

Contractor

Posted 14 days ago

Job description

Why This Opportunity
This newly created Contact Center Associate position offers an excellent opportunity to build experience within an established Financial Services organization while supporting several essential business functions. You'll gain cross-functional exposure, develop valuable operational skills, and play an important role in keeping member-related requests and internal projects moving forward.
About the Company
Our client is an established, member-focused Credit Union providing banking, lending, and other financial solutions. The organization has a long history of promoting financial wellness and delivering dependable service to its members. Employees work in a collaborative, service-oriented environment that values accuracy, responsiveness, and teamwork. The organization continues to invest in its people, processes, and internal operations.
About the Contact Center Associate Role
The Contact Center Associate will join a newly created team supporting the organization's member services, lending, and debt resolution functions. This position will coordinate documents, track internal requests, organize files, and gather member or account information for different departments.
The role is primarily internally facing and will serve as a liaison among several teams. The Contact Center Associate will follow up on outstanding items, help manage competing deliverables, and ensure information is routed accurately and efficiently. This is a strong opportunity for an organized, proactive professional who wants to grow within Financial Services.
Role Responsibilities
  • Coordinate project deliverables and administrative requests across multiple internal departments.
  • Track membership requests, supporting documentation, and outstanding action items.
  • Organize electronic files and maintain accurate, complete records.
  • Pull member, customer, or account data to support internal business needs.
  • Submit internal forms and monitor requests through completion.
  • Communicate with member services, lending, and debt resolution teams to keep work moving.
  • Follow up with colleagues to collect missing information or documentation.
  • Manage multiple assignments while maintaining accuracy and meeting deadlines.

Qualifications
  • At least six months of experience in a professional or corporate office environment.
  • Strong organizational skills and careful attention to detail.
  • A proactive approach and willingness to take ownership of assignments.
  • Confidence communicating and following up with colleagues across multiple departments.
  • Ability to manage several requests, deadlines, and deliverables simultaneously.
  • Clear written and verbal communication skills.
  • Experience in Banking, a Credit Union, or another Financial Services environment is helpful but not required.

Must be able to successfully complete required credit and criminal background checks.
Why This Role Stands Out
  • Join a newly created team and help establish effective processes and workflows.
  • Gain exposure to member services, lending, and debt resolution operations.
  • Build transferable administrative and operational experience within Financial Services.
  • Develop relationships with teams and leaders throughout the organization.
  • Take on a visible position where organization and follow-through have an immediate impact.
  • Join an established organization with a long-standing commitment to its members and community.

Apply Now
If this opportunity sounds interesting but your background does not align perfectly with every qualification, we still encourage you to apply. We would welcome the opportunity to connect, learn more about your experience, and discuss how your organizational strengths could contribute to this growing team.

Apply