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Financial Wellness Associate Jobs in Washington (NOW HIRING)

Potomac Partners

Tax Associate, 14530

Washington, DC · On-site

$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 ...

Aon

Client Success Manager

Potomac, MD · On-site

Manage the daily onboarding and operational implementation of the financial wellness program for ... by an associate to successfully perform the essential functions of this job: * Must be able to ...

AON PLC

Client Success Manager

Bethesda, MD · On-site

Manage the daily onboarding and operational implementation of the financial wellness program for ... by an associate to successfully perform the essential functions of this job: * Must be able to ...

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

Columbia, MD

$55 - $6.0K/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

Columbia, MD · On-site

$55 - $6.0K/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 ...

Aon

Client Success Manager

Mclean, VA · On-site

Manage the daily onboarding and operational implementation of the financial wellness program for ... by an associate to successfully perform the essential functions of this job: * Must be able to ...

NFP Corp

Client Success Manager

Mclean, VA · On-site

Manage the daily onboarding and operational implementation of the financial wellness program for ... by an associate to successfully perform the essential functions of this job: * Must be able to ...

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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

Post Doctoral Research Associate -1

Washington, DC • On-site

Howard University
See more jobs at Howard Universityexternal

$60K - $70K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 24 days ago

Howard University rating

8.1

Company rating: 8.1 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

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
JOB PURPOSE:
Howard University's University Transportation Center seeks a highly qualified Postdoctoral Research Associate specializing in structural health monitoring (SHM) of transportation infrastructure. The associate will lead and support federally funded projects aimed at developing and deploying advanced sensing, data analysis, and system-identification techniques to assess the condition of
transportation assets.
SUPERVISORY AUTHORITY: NA
NATURE AND SCOPE:
Support transportation engineering research at Howard University. The role engages with internal faculty and researchers, as well as external partners.
PRINCIPAL ACCOUNTABILITIES:
  • Support the Center's mission by managing and executing research activities on transportation infrastructure safety, research implementation, and technology transfer initiatives.
  • Collaborate with internal faculty, researchers, and external partners to plan and carry out research to design, implement, and validate structural health monitoring (SHM) methods.
  • Conduct field deployments; process large-scale time-series data; apply statistical, machine-learning, computer vision, and signal-processing methods to detect damage or degradation.
  • Contribute to proposal writing, technical reports, presentations, and peer-reviewed publications.
  • Facilitate workshops, seminars, and public engagement events related to transportation engineering.
  • Assist in meeting all reporting requirements for sponsored research projects.

CORE COMPETENCIES:
  • Ph.D. in Civil Engineering, Structural Engineering, or a closely related field.
  • Demonstrated expertise in structural health monitoring, system identification, and signal processing.
  • Proficiency with system identification methods, structural dynamics, and programming environments (e.g., MATLAB, Python).
  • Experience with statistical and machine-learning techniques applied to time-series or spatial data.
  • Strong organizational skills: ability to manage multiple tasks, adhere to deadlines, and collaborate across disciplines.
  • Excellent written and oral communication skills, evidenced by peer-reviewed publications or conference presentations.
  • Ability to work both independently and as part of a diverse research team.

MINIMUM REQUIREMENTS:
Ph.D. in a scientific and/or research discipline related to the research projects.
Compliance Salary Range Disclosure
$60,000-$70,000

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