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Financial Wellness Associate Jobs in Portland, OR

Bank of America

Financial Center Manager

Vancouver, WA · On-site

... financial wellness through affordable, competitive and flexible benefits. We value the unique ... This position may also have responsibilities for managing associates. At Bank of America, all ...

Bank of America

Financial Center Manager

Portland, OR · On-site

... financial wellness through affordable, competitive and flexible benefits. We value the unique ... This position may also have responsibilities for managing associates. At Bank of America, all ...

Bank of America

Financial Center Manager

West Linn, OR · On-site

... financial wellness through affordable, competitive and flexible benefits. We value the unique ... This position may also have responsibilities for managing associates. At Bank of America, all ...

Bank of America

Financial Center Manager

Portland, OR · On-site

... financial wellness through affordable, competitive and flexible benefits. We value the unique ... This position may also have responsibilities for managing associates. At Bank of America, all ...

Bank of America

Financial Center Manager

West Linn, OR · On-site

... financial wellness through affordable, competitive and flexible benefits. We value the unique ... This position may also have responsibilities for managing associates. At Bank of America, all ...

VCA Animal Hospitals

Associate Veterinarian

Orchards, WA · On-site

$80K - $180K/yr

Innovative Associate health and well-being department (Headspace app subscriptions, Fidelity financial wellness tool, and access to additional mental health resources) * 401k retirement savings plan ...

VCA Animal Hospitals

Associate Veterinarian

Gresham, OR · On-site

Innovative Associate health and well-being department (Headspace app subscriptions, Fidelity financial wellness tool, and access to additional mental health resources) * 401k retirement savings plan ...

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Financial Wellness Associate information

See Portland, OR salary details

$14

$33

$71

How much do financial wellness associate jobs pay per hour?

As of Aug 19, 2026, the average hourly pay for financial wellness associate in Portland, OR is $33.90, according to ZipRecruiter salary data. Most workers in this role earn between $21.92 and $36.44 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.

Financial Wellness Associate jobs near you

Program Director, Financial Wellness Initiative

Portland State University

Portland, OR • On-site

$74K - $76K/yr

Full-time

Medical, Retirement, PTO

Re-posted 8 days ago

Portland State University rating

7.2

Company rating: 7.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

384th of 619 rated colleges and universities

Job description

Position Announcement
Position Details
Proposed Start Date
08/01/2026
Classification Title
Academic Services
Rank
N - No Rank
Working Title
Program Director, Financial Wellness Initiative
Department
250001 - SBA Deans Office
Position Number
D92237
Representation
UU - Unclassified Unrepresented
Renewable
Renewable
End date, if applicable
02/28/2030
Position FTE
1.0
Tenure Status
N - not applicable
Position Summary
Brief Description of PSU/School/Dept
Portland State University is a public institution chartered by the State of Oregon and is fully accredited by the Northwest Commission on Colleges and Universities. Founded in 1946 as an extension school for GIs returning home after World War II, PSU is now Oregon's only urban public research university encompassing 50 city blocks, nine schools and colleges, and offers over 200 degree programs. During the most recent academic year, 19,687 students were enrolled at PSU, including approximately 900 international students from 61 countries. PSU currently employs approximately 5,200 people, including 1,500 research and instructional faculty members.
Our mission to "Let Knowledge Serve the City" reflects our dedication to finding creative, sustainable solutions to local and global problems. Our location in the heart of Portland, one of America's most dynamic cities, gives our students unmatched access to career connections and an internationally acclaimed culture scene. "U.S. News & World Report" ranks us among the nation's most innovative universities. The School of Business is one of ten schools or colleges at PSU offering seven masters programs in addition to an undergraduate program.
Position Summary
The full-time Program Director will lead the School of Business Financial Wellness Initiative, "Investing for the Future." This initiative equips students with foundational knowledge in personal finance, investing, and long-term wealth building, with a focus on advancing social and economic mobility. The position combines program leadership with instructional responsibilities. The Program Director will oversee program strategy, operations, and partnerships while contributing to teaching and curriculum development related to personal finance.
As appropriate, the Program Director role may also include involvement in accreditation and Assurance of Learning management. The Program Director will report directly to the Dean, but in the position's capacity also works collaboratively with all faculty and staff, the Associate Deans of Undergraduate and Graduate Programs, the Associate Dean of Faculty & Research and the Assistant Dean of Student Success.
Minimum Qualifications
  • Bachelor's degree in Finance, Business, Economics, or a related field
  • Minimum of five (5) years of professional experience in financial advisory, wealth management, or related industry
  • Demonstrated ability to teach or train individuals in personal finance or related topics
  • Experience managing programs, projects, or operations
  • Strong knowledge of personal finance, investing, and financial markets
  • Excellent communication and interpersonal skills

Preferred Qualifications
  • Master's degree in Finance, Business Administration, or related field
  • Prior teaching experience in higher education
  • Professional certifications such as CFP, CFA, or similar
  • Experience working with diverse and underserved student populations
  • Familiarity with IRA/Roth IRA regulations and financial education programming

Key Cultural Competencies
  • Create an environment that acknowledges, encourages, and celebrates differences.
  • Function and communicate effectively and respectfully within the context of varying beliefs, behaviors, orientations, identities, and cultural backgrounds.
  • Seek opportunities to gain experience working and collaborating in diverse, multicultural, and inclusive settings with a willingness to change for continual improvement.
  • Adhere to all of PSU's policies including the policies on Prohibited Discrimination & Harassment and the Professional Standards of Conduct.

Environmental Stewardship
Contributes to a culture of environmental stewardship, practices resource conservation, and actively works toward achieving long-term sustainability goals.
Work Days/Hours
40 hours/week; minimum of 4 days in person; possible one day remote, depending on the needs of the program
Total Compensation Range & Benefits Statement
Salary is dependent on several factors, and new employees will typically start around the Q1 level to allow for later growth within the salary band. PSU has a structured process for determining starting compensation, taking into account years of related experience, applicable skills, knowledge and abilities, market parity, and internal equity.
The starting annual salary for this position will be $74,232 - $76,500 but may be negotiated above this rate dependent upon the factors above, the budget of the hiring department, and approval from HR.
An excellent benefits package includes 95% premium paid healthcare; a generous retirement and vacation package; and reduced tuition rates for employee, spouse or dependent at any of the Oregon University System schools. Please visit our total compensation calculator to see the full value of our benefits package.
Application Instructions
Additional Information
Additional Application Instructions (deadlines, etc.)
Please submit your cover letter, resume and the names, phone numbers and emails for three professional references.
References will only be contacted if you are a finalist for this position.
Does this position require the employee to drive a motor vehicle?
No
Background Check Required
Yes
Position End Date (if applicable)
02/28/2030
If you have questions
Please email Matt Kaufman at kauf2@pdx.edu
Search Details
Posting Close Date
Projected Close Date for Posting
Open Until Finalists Identified
Application screening begins
06/10/2026
Quick Link
https://jobs.hrc.pdx.edu/postings/49970

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About Portland State University

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Portland State University (PSU) is a renowned institution located in Portland, Oregon. With a commitment to excellence and innovation, PSU offers a diverse range of undergraduate and graduate programs, preparing students for successful careers. The university's faculty members are experts in their fields, providing a high-quality education in a dynamic learning environment. PSU is deeply connected to its community, actively engaging in initiatives that address local and global challenges. With a focus on sustainability, social justice, and community outreach, PSU strives to make a positive impact in Portland and beyond. Situated in a vibrant city known for its livability and surrounded by the natural beauty of the Pacific Northwest, PSU offers students a unique and enriching educational experience that equips them to shape a better future.

Industry

Education

Company size

1,001 - 5,000 Employees

Headquarters location

Portland, OR, US

Year founded

1946

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