Top 544 Financial wellness consultant Jobs in Remote

Financial Wellness Consultant
Marsh McLennan Agency —Phoenix, AZ
- $63,200 - $117,900 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- 401(k)
11d
Billing Implementation Consultant
ESO —Remote
- Full-time
- Background check
- Mid-level
- 2 years
- Paid parental leave
- Health savings account
Insights Analyst
Quid —Remote
- $85,000 - $95,000 a year
- Full-time
- Remote
- Mid-level
- Business development
- Bachelor's degree
- Wellness program
- Paid parental leave
Quick Apply
FCM - Corporate Travel Consultant
FCM —Remote
- $28.85 an hour
- 8 hour shift
- Remote
- Mid-level
- Quality control
- 2 years
- Paid training
- Wellness program
UHNW Operations Consultant (Remote)
Wealth Enhancement Group —Remote
- $120,000 - $150,000 a year
- Full-time
- Remote
- System design
- 3 years
- Analysis skills
- Profit sharing
- Paid parental leave
Staff Analyst - Operational Analytics & Reporting (Remote, US)
Openly —Remote
- $121,200 - $202,000 a year
- Full-time
- Remote
- Mid-level
- SQL
- US work authorization
- Paid parental leave
- Disability insurance
1d
Concierge Travel Advisor
Corporate Travel Management —Remote
- $55,000 - $75,000 a year
- Full-time
- Computer literacy
- Basic math
- Mid-level
- Wellness program
- Paid parental leave
8d
HR Consultant
Guardian HR, Inc. —Remote
- $30 - $35 an hour
- Full-time
- Remote
- Microsoft Word
- Microsoft Outlook
- Research
- Paid holidays
- Health insurance
Associate Manager, US Regulatory Affairs
BeiGene —Remote
- $103,000 - $138,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Bachelor's degree
- Health savings account
- Employee stock purchase plan
Front-Office Implementation Consultant
Cutter Associates —Remote
- $130,000 - $160,000 a year
- Full-time
- Remote
- Analysis skills
- Senior level
- 4 years
- Profit sharing
- Disability insurance
Quick Apply
VP, B2B Marketing - remote opportunity
Tivity Health, Inc. —Remote
- $165,000 - $230,000 a year
- Full-time
- Remote
- 11+ years
- Mentoring
- Senior level
- Health insurance
- Dental insurance
AI Change Enablement Consultant
SHI International Corporation —Remote
- $163,000 a year
- Full-time
- Bachelor's degree
- Travel
- Senior level
- Health insurance
- Dental insurance
12d
Sr. Manager, Business Development
eHealth —Remote
- $132,000 - $165,000 a year
- Full-time
- Remote
- Marketing
- Analysis skills
- Bachelor's degree
- Employee stock purchase plan
- Paid holidays
Senior AI Operations Lead
CodePath.org —Remote
- $110,000 - $150,000 a year
- Full-time
- Remote
- Google Workspace
- Research
- Senior level
- Paid parental leave
- Paid holidays
Entertainment Travel Consultant
TAG USA —Remote
- $66,000 - $78,000 a year
- Full-time
- Remote
- Microsoft Outlook
- Bachelor of Science
- Mid-level
- Employee assistance program
- Employee discount
Quick Apply
4d
TMG - VP, Strategic Initiatives
The Miles Group —Remote
- $160,000 - $200,000 a year
- Full-time
- 6 years
- Bachelor's degree
- Continuous improvement
- Wellness program
- 401(k)
14d
IDI Claims Business Procedures Consultant
MetLife —Remote
- $54,000 - $72,000 a year
- Email
- Mid-level
- Analysis skills
- US work authorization
- Paid holidays
- Disability insurance
11d
Human Resources Business Partner – Engineered Systems
Parsons —Remote
- $88,400 - $154,700 a year
- Customer service
- 5 years
- Master's degree
- Wellness program
- Paid holidays
Learning Experience Designer
Alteryx —Remote
- $91,000 - $116,000 a year
- Full-time
- Remote
- 5 years
- Continuous improvement
- Product management
- Employee discount
12d
Senior Product Consultant II
MetLife —Remote
- $107,000 - $132,000 a year
- Email
- Analysis skills
- Bachelor's degree
- Product management
- Paid holidays
- Disability insurance

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Financial Wellness Consultant

Marsh McLennan Agency -
Phoenix, AZ

Apply Now

Job Details

Full-time
$63,200 - $117,900 a year
11 days ago

Benefits

Health insurance
401(k)
Tuition reimbursement
Employee assistance program

Qualifications

Customer relationship building
FINRA License
Stakeholder relationship building

Full 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 [email protected]

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 Now

Refine Your Search

financial wellness consultant jobs in remote

Financial Wellness Consultant

Billing Implementation Consultant

Insights Analyst

FCM - Corporate Travel Consultant

UHNW Operations Consultant (Remote)

Staff Analyst - Operational Analytics & Reporting (Remote, US)

Concierge Travel Advisor

HR Consultant

Associate Manager, US Regulatory Affairs

Front-Office Implementation Consultant

VP, B2B Marketing - remote opportunity

AI Change Enablement Consultant

Sr. Manager, Business Development

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Entertainment Travel Consultant

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IDI Claims Business Procedures Consultant

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Learning Experience Designer

Senior Product Consultant II

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The applicable base salary range for this role is $63,200 to $117,900.

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