Financial Wellness Consultant Jobs
Financial Wellness Consultant jobs are open across banking, insurance, fintech, and corporate HR, from entry-level advisor roles to senior program directors, with specializations in employee benefits counseling, retirement planning, and financial coaching. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 28+ Financial Wellness Consultant jobs
Location: Chicago, Illinois
Business Unit: Rush Medical Center
Hospital: Rush University Medical Center
Department: Student Financial Aid
Work Type: Full Time (Total FTE between 0.9 and 1.0)
Shift: Shift 1
Work Schedule: 8 Hr (8:00:00 AM - 4:30:00 PM)
Rush offers exceptional rewards and benefits learn more at our Rush benefits page (https://www.rush.edu/rush-careers/employee-benefits).
Pay Range: $52.15 - $77.70 per hour
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush’s anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
Job Summary:
The Senior Director of Financial Wellness is the institution’s executive authority and accountable owner for student financing strategy, financial aid governance, scholarship stewardship, and financial wellness integration. As the university’s final decision owner for student financing, financial aid policy, and financial wellness strategy, the role operates in close partnership and consultation with the Vice Provost for Student Affairs. The position carries enterprise-level accountability for institutional outcomes related to enrollment sustainability, regulatory compliance, financial exposure, and equitable student access and success.
As a senior executive advisor to university leadership, the Senior Director translates complex financial aid policy, regulatory requirements, market dynamics, and funding changes into binding institutional strategy, decision frameworks, and risk mitigation actions. The role represents Rush University internally and externally as the final institutional authority on matters related to student financial aid, affordability, and financial wellness.
This role exemplifies the Rush mission, vision, and values and operates in accordance with all policies and procedures.
- Master’s degree in finance, business, higher education, public administration, or a related field.
- Extensive experience in financial aid administration with deep expertise in Title IV and regulatory compliance.
- Demonstrated senior-level leadership experience with accountability for institutional outcomes.
- Proven ability to translate complex policy, regulatory change, and market dynamics into institutional strategy and executive decision-making.
- Strong executive communication, analytical, and cross-functional leadership skills.
- Experience leading enterprise systems, data initiatives, or large-scale organizational change.
Preferred Qualifications
- Doctorate and/or relevant professional certifications.
- Experience leading financial wellness, affordability, or student success initiatives at scale.
- Active engagement or leadership in national financial aid or higher education organizations.
Physical Demands:
Normal physical functions are performed within a standard office environment. Reasonable accommodations may be made for individuals with physical challenges to perform the essential functions and responsibilities.
Competencies:
- Strategic Leadership & Vision: Ability to set direction and lead institution-wide financial aid and financial wellness strategy in a complex and evolving higher education landscape.
- Financial Aid & Regulatory Expertise: Deep knowledge of Title IV regulations, financial aid policy, and student financing trends, with the ability to translate complexity into institutional action.
- Executive Communication & Influence: Exceptional ability to communicate complex financial concepts to senior leadership, faculty, and external stakeholders, and influence decision-making at the highest levels.
- Institutional Partnership & Collaboration: Proven ability to build strong, trusted relationships with colleges, enrollment leadership, advancement, and cross-functional partners to achieve shared goals.
- Data-Driven Decision Making: Advanced analytical skills with the ability to leverage data, financial models, and market insights to inform strategy, resource allocation, and policy development.
- Organizational Leadership & Talent Development: Ability to lead, develop, and scale high-performing teams, fostering a culture of accountability, innovation, and student- centered service.
- Change Management & Innovation: Demonstrated ability to lead large-scale change initiatives (e.g., system implementations, new program models) and drive continuous improvement.
- Operational & Technological Acumen: Strong understanding of financial aid systems, enterprise technologies (e.g., Workday Student), and process optimization to enhance efficiency and compliance.
- Student-Centered & Equity-Minded Leadership: Commitment to advancing student access, financial well-being, and equity through inclusive, proactive strategies and services.
- Complex Problem Solving & Judgment: Ability to navigate ambiguity, assess institutional risk, and make sound decisions in high-stakes, complex financial and regulatory environments.
- External Awareness & Representation: Ability to represent the institution in national forums and stay informed on emerging trends, policy changes, and best practices in financial aid and financial wellness.
Job Responsibilities:
- Enterprise Leadership & Institutional Accountability
- Serve as the university’s executive authority and final decision owner for student financing, financial aid policy, and financial wellness strategy, working in close partnership and consultation with the Vice Provost for Student Affairs.
- Own institutional risk and outcome accountability related to student affordability, enrollment competitiveness, federal and state compliance, and aid-related revenue exposure.
- Advise senior leadership on high-impact decisions related to policy changes, funding disruptions, enrollment implications, and long-term financial sustainability.
- Lead development and stewardship of a comprehensive, lifecycle-based financial wellness strategy aligned with enrollment, retention, and equity priorities.
- Governance, Compliance & Financial Stewardship
- Provide enterprise governance and ultimate accountability for all federal, state, and institutional financial aid programs, including audit outcomes, compliance posture, and regulatory risk management.
- Establish institution-wide policy, standards, and decision frameworks governing financial aid administration, scholarship strategy, and escalation of complex or high-risk student cases.
- Serve as the senior institutional leader for scholarship strategy, including governance, allocation philosophy, and alignment with recruitment, retention, and advancement priorities.
- Enterprise Systems, Data & Transformation
- Provide executive sponsorship and outcome accountability for financial aid systems, data governance, and enterprise initiatives (e.g., Workday Student).
- Ensure systems and data infrastructure support regulatory compliance, institutional reporting, and strategic decision making at scale.
- Organizational & Leadership Oversight
- Lead and develop a multi-layered organizational structure, including Directors and Associate Directors, with clear authority, accountability, and succession planning.
- Define organizational design, leadership capability requirements, and performance expectations to support scalable, high-performing teams.
- Foster a culture of accountability, service excellence, innovation, and student-centered impact.
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
Location: Chicago, Illinois
Business Unit: Rush Medical Center
Hospital: Rush University Medical Center
Department: Student Financial Aid
Work Type: Full Time (Total FTE between 0.9 and 1.0)
Shift: Shift 1
Work Schedule: 8 Hr (8:00:00 AM - 4:30:00 PM)
Rush offers exceptional rewards and benefits learn more at our Rush benefits page (https://www.rush.edu/rush-careers/employee-benefits).
Pay Range: $52.15 - $77.70 per hour
Rush salaries are determined by many factors including, but not limited to, education, job-related experience and skills, as well as internal equity and industry specific market data. The pay range for each role reflects Rush’s anticipated wage or salary reasonably expected to be offered for the position. Offers may vary depending on the circumstances of each case.
Job Summary:
The Senior Director of Financial Wellness is the institution’s executive authority and accountable owner for student financing strategy, financial aid governance, scholarship stewardship, and financial wellness integration. As the university’s final decision owner for student financing, financial aid policy, and financial wellness strategy, the role operates in close partnership and consultation with the Vice Provost for Student Affairs. The position carries enterprise-level accountability for institutional outcomes related to enrollment sustainability, regulatory compliance, financial exposure, and equitable student access and success.
As a senior executive advisor to university leadership, the Senior Director translates complex financial aid policy, regulatory requirements, market dynamics, and funding changes into binding institutional strategy, decision frameworks, and risk mitigation actions. The role represents Rush University internally and externally as the final institutional authority on matters related to student financial aid, affordability, and financial wellness.
This role exemplifies the Rush mission, vision, and values and operates in accordance with all policies and procedures.
- Master’s degree in finance, business, higher education, public administration, or a related field.
- Extensive experience in financial aid administration with deep expertise in Title IV and regulatory compliance.
- Demonstrated senior-level leadership experience with accountability for institutional outcomes.
- Proven ability to translate complex policy, regulatory change, and market dynamics into institutional strategy and executive decision-making.
- Strong executive communication, analytical, and cross-functional leadership skills.
- Experience leading enterprise systems, data initiatives, or large-scale organizational change.
Preferred Qualifications
- Doctorate and/or relevant professional certifications.
- Experience leading financial wellness, affordability, or student success initiatives at scale.
- Active engagement or leadership in national financial aid or higher education organizations.
Physical Demands:
Normal physical functions are performed within a standard office environment. Reasonable accommodations may be made for individuals with physical challenges to perform the essential functions and responsibilities.
Competencies:
- Strategic Leadership & Vision: Ability to set direction and lead institution-wide financial aid and financial wellness strategy in a complex and evolving higher education landscape.
- Financial Aid & Regulatory Expertise: Deep knowledge of Title IV regulations, financial aid policy, and student financing trends, with the ability to translate complexity into institutional action.
- Executive Communication & Influence: Exceptional ability to communicate complex financial concepts to senior leadership, faculty, and external stakeholders, and influence decision-making at the highest levels.
- Institutional Partnership & Collaboration: Proven ability to build strong, trusted relationships with colleges, enrollment leadership, advancement, and cross-functional partners to achieve shared goals.
- Data-Driven Decision Making: Advanced analytical skills with the ability to leverage data, financial models, and market insights to inform strategy, resource allocation, and policy development.
- Organizational Leadership & Talent Development: Ability to lead, develop, and scale high-performing teams, fostering a culture of accountability, innovation, and student- centered service.
- Change Management & Innovation: Demonstrated ability to lead large-scale change initiatives (e.g., system implementations, new program models) and drive continuous improvement.
- Operational & Technological Acumen: Strong understanding of financial aid systems, enterprise technologies (e.g., Workday Student), and process optimization to enhance efficiency and compliance.
- Student-Centered & Equity-Minded Leadership: Commitment to advancing student access, financial well-being, and equity through inclusive, proactive strategies and services.
- Complex Problem Solving & Judgment: Ability to navigate ambiguity, assess institutional risk, and make sound decisions in high-stakes, complex financial and regulatory environments.
- External Awareness & Representation: Ability to represent the institution in national forums and stay informed on emerging trends, policy changes, and best practices in financial aid and financial wellness.
Job Responsibilities:
- Enterprise Leadership & Institutional Accountability
- Serve as the university’s executive authority and final decision owner for student financing, financial aid policy, and financial wellness strategy, working in close partnership and consultation with the Vice Provost for Student Affairs.
- Own institutional risk and outcome accountability related to student affordability, enrollment competitiveness, federal and state compliance, and aid-related revenue exposure.
- Advise senior leadership on high-impact decisions related to policy changes, funding disruptions, enrollment implications, and long-term financial sustainability.
- Lead development and stewardship of a comprehensive, lifecycle-based financial wellness strategy aligned with enrollment, retention, and equity priorities.
- Governance, Compliance & Financial Stewardship
- Provide enterprise governance and ultimate accountability for all federal, state, and institutional financial aid programs, including audit outcomes, compliance posture, and regulatory risk management.
- Establish institution-wide policy, standards, and decision frameworks governing financial aid administration, scholarship strategy, and escalation of complex or high-risk student cases.
- Serve as the senior institutional leader for scholarship strategy, including governance, allocation philosophy, and alignment with recruitment, retention, and advancement priorities.
- Enterprise Systems, Data & Transformation
- Provide executive sponsorship and outcome accountability for financial aid systems, data governance, and enterprise initiatives (e.g., Workday Student).
- Ensure systems and data infrastructure support regulatory compliance, institutional reporting, and strategic decision making at scale.
- Organizational & Leadership Oversight
- Lead and develop a multi-layered organizational structure, including Directors and Associate Directors, with clear authority, accountability, and succession planning.
- Define organizational design, leadership capability requirements, and performance expectations to support scalable, high-performing teams.
- Foster a culture of accountability, service excellence, innovation, and student-centered impact.
Rush is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, and other legally protected characteristics.
Financial Wellness Consultant Jobs by Experience Level
See All 28 Financial Wellness Consultant Jobs
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Find JobsFinancial Wellness Consultant Job Market
Who's Hiring
- PNC Financial Services19
- Rush University Medical Center2
- UBS1
- Petco1
- BENJAMIN ROSE1
Top Industries Hiring
- Banking & Financial Services
- Investment & Asset Management
What Employers Look For
The qualifications that appear most often in financial wellness consultant jobs.
- Bachelor's degree in finance, counseling, social work, or a related field
- Accredited Financial Counselor (AFC) or Certified Financial Planner (CFP) credential
- Experience delivering one-on-one financial coaching or group financial education sessions
- Proficiency with financial wellness platforms and case management software
- Strong communication skills for translating complex financial concepts to diverse audiences
- Knowledge of employee benefits structures, retirement plans, and healthcare spending accounts
Tips for Your Financial Wellness Consultant Job Search
Tailor your resume to each employer type
Corporate financial wellness consultants focus on employee program delivery, while those at banks or credit unions emphasize one-on-one client advising. Adjust your bullet points to match the context, because hiring managers notice when your resume speaks directly to their setting.
Highlight certifications on your resume prominently
Credentials like AFC, CFP, or CEFC catch recruiter attention fast in this field. List them directly after your name at the top, not buried in a separate section, so anyone scanning your resume sees them within the first few seconds.
Apply early to roles that fit
Migrate Mate lists financial wellness consultant openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings that name your specialty
Financial wellness is a broad field. If your background is in debt management coaching, retirement readiness, or student loan guidance, search for those specific terms in job postings rather than the generic title alone to surface roles where your niche is a direct match.
Prepare a client scenario for the interview
Interviewers for these roles frequently ask how you would handle a client resistant to budgeting advice or overwhelmed by debt. Walk in with a real or composite example ready, including the approach you used and the outcome, so your answer is concrete rather than theoretical.
Negotiate total compensation, not just base pay
Financial wellness consultant offers often include professional development stipends, certification reimbursement, and schedule flexibility that vary widely by employer. Ask specifically about those components during negotiation, since they can differ significantly even when the base offer looks similar across roles.
Financial Wellness Consultant Jobs: Frequently Asked Questions
Which companies are hiring the most financial wellness consultants?
The most active employers for financial wellness consultants right now are PNC Financial Services, Rush University Medical Center, and UBS, and the most openings are in California, Texas, and Georgia, based on current listings on Migrate Mate as of November 2026. Demand is especially strong at large self-insured employers and financial institutions expanding their employee assistance programs.
How many financial wellness consultant jobs are remote?
About 10% of financial wellness consultant openings are fully remote or hybrid as of November 2026, reflecting strong demand for virtual delivery of coaching and education programs. Roles focused on digital financial wellness platforms and telephonic counseling tend to be the most remote, while positions tied to in-person workshops or on-site benefits fairs are more likely to require a physical presence.
How do you become a financial wellness consultant?
Start by earning a bachelor's degree in finance, counseling, social work, or a related field, then pursue a recognized credential such as the AFC or CFP. Build hands-on experience through roles in financial coaching, benefits administration, or social services. Many employers also value training in behavioral finance or motivational interviewing, which you can complete through certificate programs offered by professional associations in the field.
Can you get hired as a financial wellness consultant with little experience?
Yes, entry points exist for candidates without direct consulting experience. Employers in nonprofit credit counseling agencies and community financial education programs often hire candidates with transferable skills from social work, banking, or teaching. Completing an AFC candidacy program while working in a related role, volunteering for financial literacy workshops, and demonstrating strong active listening skills can all compensate for a shorter professional history in this specialty.
What does the financial wellness consultant interview process look like?
Most hiring processes involve an initial phone screen focused on your background and certifications, followed by a competency-based interview where you walk through how you handle client scenarios involving debt, budgeting, or financial stress. Some employers add a practical exercise, such as a mock coaching session or a written case study. Final rounds often include a conversation with program leadership about how you would design or improve their financial wellness offerings.
Where can I find and apply to financial wellness consultant jobs?
You can find and apply to financial wellness consultant jobs on Migrate Mate, which lists current openings from across the United States. Search for roles that match your specialty and experience level, then apply directly to each listing that fits. Checking back regularly keeps you current as new positions are added.
See All 28 Financial Wellness Consultant Jobs
Find roles that match your experience and apply in just a few clicks.
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