10 days old

Financial Well-Being Officer

Lexington, KY 40507
Job Title Financial Well-Being Officer
Requisition Number RE24897
Working Title
Department Name 3J521:Employee Benefits
Work Location Lexington, Ky
Grade Level 45
Salary Range $44,762-73,861/year
Type of Position Staff
Position Time Status Full-Time
Required Education


Click here for more information about equivalencies: http://www.uky.edu/hr/employment/working-uk/equivalencies
Required Related Experience

4 yrs

Required License/Registration/Certification


Physical Requirements

The physical requirements of this position include: occasionally lifting, pushing, and/or pulling objects up to 50lbs; standing or walking with objects up to 25lbs; regularly sitting at a computer workstation for extended periods of time with repetitive motions (such as typing); and occasional (<10% of the time) job related travel.


Monday-Friday 8:00 am-5:00 pm

Job Summary

This position will develop, enhance and promote the Financial Well-Being Program which directly enhances engagement in and support of the University’s retirement plan. Duties include: facilitating the financial education opportunities for University employees; researching demographics of UK population and target specific audiences; creating training tools and promoting new and existing financial resources to counsel employees; counseling employees on retirement plans and processes; overseeing financial well-being programs for faculty and staff.

Skills / Knowledge / Abilities

The ideal candidate will have the ability to manage multiple tasks and/or projects while accurately completing routine functions in a fast paced, high intensity, professional work environment; knowledge of SAP preferred but not required; thorough finance knowledge; experience with public speaking and oral presentation skills; proficient in Microsoft Office Suite; excellent attention to detail; exceptional planning and organizational skill; effective written and verbal communication skills; ability to solve routine problems and manage resources; provide exceptional customer service and positively represent the university; perform work in a sedentary position; interact with individuals from various levels throughout the university; work successfully in a team as well as independently; be motivated and a self-starter; and respect for confidentiality and diversity. Experience in investment counseling required as well.

Does this position have supervisory responsibilities? No
Preferred Education/Experience

Master’s Degree, Certified Financial Planner and prior Financial Services experience preferred.

Deadline to Apply 10/25/2020
University Community of Inclusion

The University of Kentucky is committed to a diverse and inclusive workforce by ensuring all our students, faculty, and staff work in an environment of openness and acceptance. We strive to foster a community where people of all backgrounds, identities, and perspectives can feel secure and welcome. We also value the well-being of each of our employees and are dedicated to creating a healthy place to work, learn and live. In the interest of maintaining a safe and healthy environment for our students, employees, patients and visitors the University of Kentucky is a Tobacco & Drug Free campus.

As an Equal Opportunity Employer, we strongly encourage veterans, individuals with disabilities, women, and all minorities to consider our employment opportunities.

Any candidate offered a position may be required to pass pre-employment screenings as mandated by University of Kentucky Human Resources. These screenings may include a national background check and/or drug screen.


Posted: 2020-10-13 Expires: 2020-11-12

Career Employment at UK

UK offers fulfilling careers in diverse fields supporting our teaching, research and health care missions. We also offer a compelling benefits package, including a generous retirement savings match and a supportive work environment distinguished by a respect for the unique work-life needs of every individual. Our culture of learning also provides tremendous support and resources for ongoing education, training and development. 

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Financial Well-Being Officer

University of Kentucky
Lexington, KY 40507

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast