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Financial Wellness Consultant Jobs (NOW HIRING)

KeyBank

Financial Wellness Associate

Seattle, 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

$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

Coventry, CT

$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

Cleveland, OH · 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

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

Red Hook, NY · 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

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 · 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

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

Marlboro, NY · 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

Coventry, CT · 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

Seattle, 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

Erie, PA · 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

Marlboro, NY · 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

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$45.5K

$103.9K

$174K

How much do financial wellness consultant jobs pay per year?

As of Jul 31, 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.

How much does a KeyBank financial wellness consultant make?

A Financial Wellness Consultant at KeyBank typically earns an average salary ranging from $40,000 to $60,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong financial advising skills and certifications such as CFP or FINRA licenses.

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, debt management, and investment strategies. They often analyze financial data, develop personalized plans, and may hold workshops or coaching sessions to promote financial literacy and stability.

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.

What is a Financial Wellness Consultant job?

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 is a financial wellbeing consultant?

A financial wellbeing consultant is a professional who helps individuals or organizations improve financial health through education, planning, and advice. They often assess financial situations, develop strategies for budgeting, saving, and debt management, and may hold certifications such as CFP or CFA. The role typically involves working with clients to promote financial literacy and long-term financial stability.

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 degree do you need to be a wellness consultant?

A financial wellness consultant typically benefits from a bachelor's degree in finance, economics, accounting, or a related field. Relevant certifications, such as Certified Financial Planner (CFP) or Financial Education Certification, can enhance credibility and job prospects. Strong communication skills and knowledge of financial planning tools are also important.
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Financial Wellness Consultant jobs near you
Infographic showing various Financial Wellness Consultant job openings in the United States as of July 2026, with employment types broken down into 1% Locum Tenens, 1% As Needed, 87% Full Time, 7% Part Time, and 4% 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

Ashland Credit Union

Ashland, KY

Full-time

Posted yesterday

New

Job description

At Ashland Credit Union (ACU), we look for people who are ready to Own Their Journey! Whether you are just beginning your career or looking to achieve more along your professional journey, ACU is a great place to get you on the path that best serves you and our members. If you have a passion to serve, a desire to work in a fast-paced environment and are willing to bring enthusiasm to work with you each day, then you may just find that ACU is the right fit for you.

Do you have a desire to reach higher and empower those around you? Then your journey brought you to the right place and we would like to meet you.

Life is a journey…Own it!

About Us:

Ashland Credit Union is a non-profit and member-owned credit union that has been providing exceptional service to members for over 80 years. Continued growth and adaptability are what has allowed ACU to always be a trustworthy answer for staff and members along whatever journey in life they are on. At Ashland Credit Union, we embolden our members to achieve their financial goals. Along life's journey, it is our mission that staff, members, and the community we serve can count on ACU for guidance as they strive to achieve more in life.

Position Summary:

ACU has an exciting opportunity for a Financial Wellness Consultant to join our Member Experience Department in Ashland, KY.

Job Responsibilities:

  • Engage members through active listening to accurately identify their financial needs and recommend appropriate products, services, or solutions.
  • Process all and complete member loans, membership and deposit products that originate through walk-in traffic or outbound calls.
  • Create a great member experience and solidify ACU loyalty by effectively responding to member needs with both service and sales channels. This includes being proactive with members and offering solutions to members as they related to their relationship with ACU.
  • Manage risk scenarios by utilizing sound judgement, high ethics, and prudence built upon an extensive knowledge of ACU policies and procedures.
  • Be a brand ambassador in all interactions with members, employees, ACU board members, and volunteers.
  • Actively participate in all required compliance and behavioral skill training that equip one for excellent job performance.
  • Utilize available resources such as outbound calls, financial wellness conversations, targeted outreach campaigns and center of influence activities to capitalize on each member interaction.
  • Perform additional responsibilities or projects as assigned by senior leadership or management to support branch and organizational goals.

Education & Experience Requirements:

Qualifications:
High School Diploma or Equivalent
Retail Sales Experience Preferred
Excellent Verbal Communication Skills
Problem Solving Skills
Ability to work effectively in a fast-paced environment, manage multiple priorities, and maintain
accuracy

Required Skills & Abilities:

Ability to work Monday thru Thursday 8:00 am to 5:00 pm and Friday 8:00 am to
6:00 pm

Ashland Credit Union is committed to building a team that represents a variety of backgrounds, perspectives, and skills. We are committed to diversity and inclusion in the workplace and do not discriminate on the basis of race, sex, age, handicap, religion, natural origin or any other basis of protected class or where prohibited by law.