Financial Wellness Consultant

Jobgether

1d • $93,000 - $130,000 • Remote

About The Position

We are seeking an experienced Financial Wellness Consultant to lead the design, implementation, and management of comprehensive financial wellness programs for clients. In this role, you will collaborate closely with organizations to understand their culture, goals, and employee needs, translating these insights into actionable, impactful strategies. You will drive the adoption of holistic financial wellness initiatives that improve engagement, satisfaction, and financial outcomes. The ideal candidate thrives in a client-facing, advisory role, combining strategic thinking, strong relationship management, and project execution skills. This position offers the opportunity to make a tangible difference in client organizations while shaping innovative financial wellness offerings.

Requirements

• Candidates should have a strong foundation in financial services and client relationship management.
• Bachelor’s degree or equivalent experience in a related field.
• 10+ years of relevant experience in retirement plans, financial wellness, and relationship management.
• Professional license or certification (Series 65, 6, or 7).
• Demonstrated ability to lead strategic planning, program development, and client engagement initiatives.
• Strong understanding of holistic financial wellness concepts and ability to translate them into actionable client strategies.
• Exceptional client service orientation with strong project management skills to manage multiple priorities.
• Excellent communication skills, capable of conveying complex information clearly and persuasively.
• Innovative and solutions-oriented mindset with the ability to identify growth opportunities.

Nice To Haves

• Experience in the financial services industry with high-growth or advisory-focused organizations.
• Familiarity with employee benefits integration, data-driven program analysis, and wellness technology platforms.

Responsibilities

• Conducting discovery sessions with client stakeholders to understand expectations, success metrics, existing benefits, and financial wellness needs.
• Developing tailored action plans with prescriptive recommendations for holistic financial wellness strategies.
• Coordinating program implementation, establishing launch dates, and ensuring seamless integration with existing benefits offerings.
• Serving as the primary point of contact post-launch, monitoring program performance, and making data-driven adjustments.
• Leveraging client data to refine and enhance program offerings continuously, ensuring alignment with evolving client needs.
• Educating clients on the value of financial wellness and advocating for practices that promote employee financial well-being.

Benefits

• Salary range: $93,000 – $130,000 USD (depending on experience and location).
• Company discretionary bonus opportunities.
• Health, dental, and vision coverage.
• Employer 401(k) plan with company match.
• Health savings accounts (HSA), flexible spending accounts (FSA), and supplemental benefits.
• Company-paid life insurance, short-term disability, and long-term disability.
• Paid time off (PTO) and sick leave.
• Remote work flexibility and supportive, collaborative work environment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level