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Financial Wellness Associate Jobs in Bedminster, NJ

Prudential

Financial Reporting Associate

Newark, NJ

$57K - $94K/yr

We're seeking an Accounting Implementation-Financial Reporting Associate ready to innovate and grow ... Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support ...

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Financial Wellness Associate information

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$14

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How much do financial wellness associate jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for financial wellness associate in Bedminster, NJ is $32.61, according to ZipRecruiter salary data. Most workers in this role earn between $21.11 and $35.05 per hour, depending on experience, location, and employer.

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 near Bedminster, NJ are hiring for Financial Wellness Associate jobs?

Cities near Bedminster, NJ with the most Financial Wellness Associate job openings:

Financial Wellness Associate jobs near you

Financial Reporting Associate

Newark, NJ • On-site

Prudential Financial, Inc.
See more jobs at Prudential Financial, Inc.external

$57K - $94K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Prudential rating

8.7

Company rating: 8.7 out of 10

Based on 49 frontline employees who took The Breakroom Quiz

72nd of 315 rated insurance

Job description

Job Classification:
Finance & Accounting - Finance & Accounting
Are you a detail-oriented, self-driven individual with accounting experience who loves tackling complex challenges and collaborating across teams? Do you want your work to drive real business outcomes and shape Prudential's future? As part of our Accounting Implementation Solutions (AIS) team, you'll play an important role in setting up the automated accounting for new business and making an impact on our business and customers. We're seeking an Accounting Implementation-Financial Reporting Associate ready to innovate and grow with us.
As part of the Corporate Controllers Department and the CFO Organization of PFI, the Finance Services Organization (FSO) is responsible for the controllership activities in support of the U.S. business units including the International activities performed domestically. The Accounting Implementation Solutions (AIS) team within FSO supports assessing and establishing policyholders, commission, and reinsurance accounting for Life, Annuities and Retirement new business initiatives.
The Accounting Implementation - Financial Reporting Associate will partner with project leads to support the assessment, design, and implementation accounting for new business initiatives, ensuring Prudential's financial reporting remains best-in-class.
The successful candidate will also work closely, develop relationships, and become a trusted business advisor within the different FSO groups and to our business partners in Finance, Actuarial, Corporate Controllers, Operations, Separate Accounts Operations, Product Strategy, and Third-Party Administrators.
The current employee work arrangement for this position is Hybrid in Newark and requires your on-site presence on a reoccurring basis as determined by your business.
Your manager will provide additional details relating the specific number of days you are expected to be on-site.
Key Responsibilities:
  • Implementation of new accounting related to new business initiatives which includes:
    • Creating Statutory and GAAP accounting examples of new transactions based on accounting guidance.
    • Partnering with Operations to execute Table Maintenance System changes to support the accounting in the administration systems.
    • Partnering with technology to test accounting transactions and reports programmed in the administration system/sub-ledger (PIPS) to ensure correct STAT and GAAP reporting.
    • Updating relevant documentation to support the new business release.
  • Processing and monitoring proofs and controls related to the administration systems to ensure accounting is correct. In addition, researching and resolving issues related to these proofs.
  • Supporting other FSO teams, Operations and Finance in researching and resolving issues/questions related to policyholder accounting.
  • Providing internal and external audit support on policyholder accounting.
  • Various ad-hoc requests as needed.

Qualifications:
  • Accounting degree
  • 1-2 years of accounting experience; strong foundational accounting skills being a primary requirement
  • Strong partnering, written and oral communication skills
  • Strong analytical and research skills
  • Ability to meet deadlines, prioritize and manage multiple assignments
  • Self-motivated, ability to work independently and as part of a team
  • Detail oriented
  • Willingness to learn
  • STAT and GAAP reporting and Financial Information Systems knowledge a plus
  • Strong PC Skills including Excel, PowerPoint, and Word
  • Oracle ledger and PIPS sub-ledger knowledge a plus
  • Overtime required

What we offer you:
Prudential is required by state specific laws to include the salary range for this role when hiring a resident in applicable locations. The salary range for this role is from $57,200.00 to $94,400.00. Specific pricing for the role may vary within the above range based on many factors including geographic location, candidate experience, and skills.
  • Market competitive base salaries, with a yearly bonus potential at every level.
  • Medical, dental, vision, life insurance, disability insurance, Paid Time Off (PTO), and leave of absences, such as parental and military leave.
  • 401(k) plan with company match (up to 4%).
  • Company-funded pension plan.
  • Wellness Programs including up to $1,600 a year for reimbursement of items purchased to support personal wellbeing needs.
  • Work/Life Resources to help support topics such as parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
  • Education Benefit to help finance traditional college enrollment toward obtaining an approved degree and many accredited certificate programs.
  • Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning or End of the purchase period).

Eligibility to participate in a discretionary annual incentive program is subject to the rules governing the program, whereby an award, if any, depends on various factors including, without limitation, individual and organizational performance. To find out more about our Total Rewards package, visit Work Life Balance | Prudential Careers. Some of the above benefits may not apply to part-time employees scheduled to work less than 20 hours per week.
Prudential Financial, Inc. of the United States is not affiliated with Prudential plc. which is headquartered in the United Kingdom.
Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
If you need an accommodation to complete the application process, please email accommodations.hw@prudential.com.
If you are experiencing a technical issue with your application or an assessment, please email careers.technicalsupport@prudential.com to request assistance.

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