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Financial Wellness Consultant Jobs (NOW HIRING)

KeyBank

Financial Wellness Associate

Warrington, PA · On-site

$19.23 - $28.37/hr

Financial Wellness Associate - Bilingual Spanish or Russian a plus. Description: Location: 280 ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

KeyBank

Financial Wellness Associate

Erie, PA · On-site

$19.23 - $28.37/hr

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

Keybank

Financial Wellness Associate

Ypsilanti, MI

$19.23 - $28.37/hr

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

Keybank

Financial Wellness Associate

Longview, WA

$19.23 - $28.37/hr

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

KeyBank

Financial Wellness Associate

Littleton, CO · On-site

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

Keybank

Financial Wellness Associate

Allentown, PA

$19.23 - $28.37/hr

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

Keybank

Financial Wellness Associate

Ogden, UT · On-site

$19.23 - $28.37/hr

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

KeyBank

Financial Wellness Associate

Ludlow, MA · On-site

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

Keybank

Financial Wellness Associate

Fairbanks, AK

$19.23 - $28.37/hr

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

Keybank

Financial Wellness Associate

Seattle, WA

$19.23 - $28.37/hr

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

Keybank

Financial Wellness Associate

Rockland, ME

$19.23 - $28.37/hr

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

Keybank

Financial Wellness Associate

Littleton, CO

$19.23 - $28.37/hr

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

KeyBank

Financial Wellness Associate

Poulsbo, WA · On-site

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

KeyBank

Financial Wellness Associate

Ypsilanti, MI · On-site

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

Keybank

Financial Wellness Associate

Fairbanks, AK · On-site

$19.23 - $28.37/hr

Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...

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Financial Wellness Consultant information

See salary details

$45.5K

$103.9K

$174K

How much do financial wellness consultant jobs pay per year?

As of Aug 22, 2026, the average yearly pay for financial wellness consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What is a financial wellness consultant?

A Financial Wellness Consultant helps individuals and employees improve their financial well-being by providing guidance on budgeting, saving, debt management, and retirement planning. They assess financial situations, offer personalized strategies, and educate clients on best practices for financial health. These consultants often work for financial institutions, employers, or as independent advisors. Their goal is to promote financial stability, reduce stress, and empower clients to make informed financial decisions.

What are typical daily responsibilities for a financial wellness consultant?

Financial Wellness Consultants spend much of their day meeting with clients to assess their current financial situations, set achievable goals, and create personalized action plans. They review budgets, analyze debt management strategies, educate clients on savings and investment options, and may conduct workshops or group seminars. Collaboration with other financial professionals, such as bankers, insurance agents, or benefit specialists, is common to ensure clients receive holistic advice. Consultants also stay current on financial regulations and industry trends to provide up-to-date recommendations. This dynamic role combines one-on-one guidance with educational outreach, offering variety and meaningful impact each day.

What are the key skills and qualifications needed to thrive in the financial wellness consultant position, and why are they important?

To thrive as a Financial Wellness Consultant, you need a solid understanding of personal finance, investment strategies, and financial planning principles, typically supported by a degree in finance, accounting, or a related field. Familiarity with financial planning software, budgeting tools, and relevant certifications such as Certified Financial Planner (CFP) or Accredited Financial Counselor (AFC) is often required. Outstanding interpersonal skills, active listening, and the ability to communicate complex financial concepts clearly can set you apart in this role. These capabilities are crucial for building trust with clients, delivering tailored financial guidance, and achieving positive client outcomes.

How much does a financial wellness consultant make?

The average salary for a financial wellness consultant ranges from $50,000 to $80,000 annually, depending on experience, location, and certifications. Many roles also offer bonuses or commissions based on client success and engagement.

What does a financial wellness consultant do?

A financial wellness consultant helps individuals or organizations improve their financial health by assessing their financial situations, providing advice on budgeting, saving, investing, and debt management. They often analyze financial data, develop personalized plans, and may hold workshops or coaching sessions to promote financial literacy and stability.
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Financial Wellness Consultant jobs near you
Infographic showing various Financial Wellness Consultant job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $103,877 per year, or $49.9 per hour.

Financial Wellness Consultant

Marsh & McLennan Companies, Inc.

Phoenix, AZ • On-site, Remote

Full-time

Medical, Retirement

Posted 12 days ago

Job description

Company:
Marsh McLennan Agency
Description:
Marsh McLennan Agency's East Region is a leader in the employee benefits marketplace. Our associates simplify employee health and welfare benefits and risk management for regional, national, Fortune 500 and Fortune 1000 companies. We value integrity, collaboration, passion, innovation, and accountability, and we are committed to making a difference in the moments that matter for our colleagues, clients, and communities.
BRIEF DESCRIPTION
The Financial Wellness Consultant, Prosper Wise is responsible for cultivating and managing executive-level relationships with employer clients and key stakeholders, serving as the primary point of contact for Prosper Wise financial wellness services. This role provides consultative guidance, leads ongoing client governance, and drives successful program execution, engagement, and outcomes through coordinated delivery with internal partners.
ESSENTIAL DUTIES AND RESPONSIBILITIES include, but are not limited, to the following:
Client Relationship Management
  • Develop and maintain strong relationships with client stakeholders (HR, Total Rewards/Benefits, Finance, and senior leaders as applicable).
  • Serve as the primary point of contact for Prosper Wise, ensuring a high-quality, consistent client experience.
  • Understand clients' business objectives and workforce needs to align Prosper Wise solutions to client goals.

Consultative Services / Financial Wellness Strategy
  • Conduct discovery and ongoing needs assessments to recommend tailored financial wellness strategies and annual roadmaps.
  • Advise clients on program components such as financial education, coaching promotion, communication campaigns, and engagement initiatives.
  • Provide strategic recommendations to improve employee participation, experience, and measurable outcomes.

Program Management & Service Delivery Oversight
  • Lead client governance (status meetings, quarterly business reviews, annual planning) and document decisions, action items, and timelines.
  • Coordinate with internal teams (delivery, communications, operations, product/technology, and sales as appropriate) to ensure seamless execution.
  • Proactively identify risks and resolve issues to maintain program momentum and client satisfaction.

Insights, Reporting, and Continuous Improvement
  • Monitor engagement and utilization trends; translate reporting into clear insights and action plans.
  • Prepare and present executive-ready summaries and recommendations.
  • Capture client feedback and partner internally to continuously enhance the Prosper Wise experience.

Collaboration and Thought Leadership
  • Partner cross-functionally to support retention, expansion, and long-term client success.
  • Stay current on financial wellness trends, participant engagement best practices, and relevant regulatory considerations impacting employer programs.

REQUIRED EDUCATION AND EXPERIENCE:
  • Bachelor's degree preferred (or equivalent relevant experience).
  • Requires four years of experience in relationship management and/or consulting capacity (financial wellness, retirement/benefits, financial services, or closely related field preferred).
  • Demonstrated experience managing complex clients and engaging senior/executive stakeholders.
  • Appropriate securities licenses required: FINRA Series 65/66.

KNOWLEDGE, SKILLS AND ABILITIES
  • Strong organizational, account planning, and client management skills with high attention to detail.
  • Consultative mindset with the ability to translate "big picture" goals into executable plans and priorities.
  • Strong analytical, problem-solving, and decision-making skills; sound judgment and comfort making difficult decisions.
  • Excellent interpersonal, verbal, and written communication skills; confident presenting to senior audiences.
  • Ability to work independently and collaboratively in a fast-paced environment; prioritize effectively and meet deadlines.
  • Ability to handle sensitive and confidential information with discretion.
  • Proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); comfort learning internal systems and workflows. Salesforce knowledge preferred.

PHYSICAL DEMANDS AND WORK ENVIRONMENT
  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • While performing the duties of this job, the employee is:
    • Frequently required to sit; speak or hear; use hands to finger, handle, feel objects, and reach with hands and arms;
    • Occasionally required to stand and walk;
    • Extensive use of computer and keyboard and viewing of computer screen is required;
    • Specific vision abilities required by this job include vision, and ability to adjust focus.
  • Other working conditions are normal for an office environment.

WORK LOCATION
  • Work is typically performed either remotely or at various customer/MMA locations as required.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com
Marsh McLennan and it affiliates are
EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
#MMAE
#LI-Remote
The applicable base salary range for this role is $63,200 to $117,900.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Applications will be accepted until:
September 25, 2026

Apply