Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Wellness Advisor

UFCU

UFCU is seeking a Personal Financial Representative to engage Members, identify needs, and educate them on products to improve financial wellbeing. The role emphasizes building long-term relationships through empathetic service and proactive problem-solving. Responsibilities include handling account services, loans, and compliance with banking regulations while delivering a positive Member experience across digital and in-branch channels. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor in Austin, TX vacancy
  • A leading consulting firm in Austin, Texas, is seeking a passionate individual for a client-facing role offering flexibility and growth. The responsibilities include conducting virtual consultations, assessing client needs, and cultivating lasting relationships. With a...
    Suggested
    Remote work
    Flexible hours

    Medium

    Austin, TX
    1 day ago
  • UFCU Financial Services, LLC in Austin, Texas is seeking a Personal Financial Representative to engage with members, identify their financial needs, and provide exceptional service. The representative will be responsible for opening accounts and processing transactions,... 
    Suggested
    Full time

    UFCU Financial Services, LLC

    Austin, TX
    13 hours ago
  • UFCU in Austin is seeking a Personal Financial Representative to engage with Members, educate them on products, and build long-term relationships while delivering exceptional service. You will identify needs, process deposits and loans, support online and mobile services... 
    Suggested

    UFCU

    Austin, TX
    1 day ago
  •  ...We are always looking for the next great Financial Advisor to join our team. Our Advisors have clearly defined career paths, enjoy multiple sources of new clients, and work together as a team to constantly improve the quality of our services. We have a ‘zero sales pressure... 
    Suggested
    Flexible hours

    Austinwealthmgmt

    Austin, TX
    13 hours ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Austin, TX
    3 days ago
  •  ...HilltopSecurities is looking to hire a Financial Advisor in Austin, Texas. This role will be responsible for creating, implementing, and continually reviewing financial plans that include strategies designed to help clients pursue their long-term goals. Devise and execute... 

    Hilltop Securities Inc

    Austin, TX
    13 hours ago
  • $50k

     ...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune...  ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to...  ...the firm and regulatory authorities, as well as required training to maintain registrations... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Austin, TX
    2 days ago
  •  ...Financial Aid Adviser Avenue Five Institute is a national award-winning beauty and wellness school with campuses in Austin, TX. We are currently seeking an additional Financial Aid Adviser to support our growing population of talented students for both our North and... 
    Full time

    Avenue Five Institute

    Austin, TX
    3 days ago
  •  ...Description Please note: There are several financial centers listed in this job posting,...  ...teammates’ physical, emotional, and financial wellness, recognizing, and rewarding performance,...  ...Description As a Financial Solutions Advisor Stage I (FSA I), your journey begins... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Round Rock, TX
    4 days ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Austin, TX
    3 days ago
  •  ...Description: Please note: There are several financial centers listed in this job posting,...  ...teammates’ physical, emotional, and financial wellness, recognizing, and rewarding performance,...  ...Description: As a Financial Solutions Advisor Stage I (FSA I), your journey begins... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Austin, TX
    4 days ago
  • $100k

    Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators...  ...'s Pension We're a national leader in K-12 financial wellness, focused on supporting educators and administrators through... 
    Full time
    Part time
    Work at office

    Teacher's Pension and Insurance Services

    Austin, TX
    4 days ago
  •  ...Financial Advisor Trainee Through distance learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery...  ...with changes in economic and financial conditions as well as the client's needs and objectives, considering newly offered... 
    Apprenticeship
    Traineeship
    Work experience placement

    Raymond James Financial Services

    Austin, TX
    13 hours ago
  • $350M+ AUM, TEAM-CENTRIC, SEC RIA Interested? Click HERE for more information. Our client is a premier financial planning and wealth management firm based in Taylor, Texas. They have been serving clients in central Texas and beyond for over two decades. The growth... 

    New Planner Recruiting LLC

    Austin, TX
    4 days ago
  •  ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor... 
    Work at office
    Flexible hours

    Bankers Life

    Austin, TX
    a month ago
  • $90k - $130k

     ...Posted 3 days ago Description Join us as a Financial Advisor and empower individuals, families, and businesses to achieve financial confidence with New York Life. You'll leverage your expertise to design and implement strategies that help clients reach their financial... 
    Immediate start

    WizeHire

    Austin, TX
    13 hours ago
  •  ...role here supports our mission to prepare students for the career of their lives. Have you ever wanted to ensure a positive student financial aid experience? Do you have a passion for helping people understand and feel confident about their financial aid package? Do you... 

    CHCP

    Austin, TX
    2 days ago
  •  ...UFCU is seeking a Personal Financial Representative in Texas to engage with Members, identify needs, and educate them on banking products that improve financial wellbeing. You will build long-term relationships through excellent service and clear communication, handling... 

    UFCU

    Manor, TX
    3 days ago
  • $43.89k - $150k

     ...Please Note: This opportunity is not a direct position with Cetera Financial Group. Accepted applicants will become affiliated with Cetera...  ...and career goals. Job Description: At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Cetera Financial Group

    Round Rock, TX
    10 days ago
  •  ...Triage client leads, make referrals to internal partners based on client needs and asset thresholds. Meet with clients to review financial and investment goals. Build comprehensive financial plans incorporating brokerage products such as stocks, bonds, mutual funds, annuities... 
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Austin, TX
    2 days ago
  •  ...At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward... 
    Full time
    Part time
    Work at office

    Dormont Manufacturing Company

    Austin, TX
    13 hours ago
  • $250M+ AUM, WORK-LIFE BALANCE, GROWING Interested? Click HERE for more information. Our client is an established wealth management firm operating in Austin, TX. Their clients are thoughtful, engaged, and value advice and long-term relationships. This is an independent...
    Flexible hours

    New Planner Recruiting LLC

    Austin, TX
    1 day ago
  • $48k - $100k

    Financial Advisor with Merrill Wealth Management. Key Responsibilities Deliver a full range of goals-based financial planning and wealth strategies including assessment of client needs. Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies... 
    Shift work
    Day shift

    Bank of America

    Austin, TX
    4 days ago
  • $124k

    Overview Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth... 

    New York Life

    Austin, TX
    13 hours ago
  • Who we are looking for: A seasoned financial planning professional looking to build their business or a team An experienced financial professional who wants to join a growing team of financial advisors looking to grow their book of business. Deep expertise in holistic... 

    Spectrum Financial Group

    Austin, TX
    3 days ago
  • $36k - $75k

    A leading financial services provider in Austin is seeking a Financial Representative Trainee to join their Accelerator Program, designed for career success. You will engage in self-study, hands-on projects, and mentorship to excel in selling Individual Insurance and financial... 
    Traineeship

    Mutual of Omaha

    Austin, TX
    2 days ago
  • $60k - $300k

     ...success. We offer the freedom to run your own financial services practice with the support of a...  ...and referral-based strategies, as well as identifying and cultivating new client...  ...able to attend training sessions led by top advisors and industry leaders. Stability - You are... 
    Full time
    Relocation package
    Flexible hours

    TEEMA Solutions Group

    Austin, TX
    2 days ago
  • A financial services company based in Texas seeks a PT/FT Financial Professional to provide clients with educational support on financial matters and business strategies. No prior financial experience is required, as comprehensive training will be provided. Ideal candidates... 
    Remote job
    Flexible hours

    EA Financial

    Austin, TX
    2 days ago
  • A financial services company is seeking a Financial Professional for a remote position. The role involves educating and supporting clients on financial matters, while providing personalized training and resources. No previous financial experience is needed; candidates with... 
    Remote work

    EA Financial

    Austin, TX
    1 day ago
  • $82.5k - $166.1k

     ...knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of...  ...# Adoption assistance # Employee Stock Purchase Plan # Financial planning and group legal # Voluntary benefits including auto,... 
    Temporary work
    Visa sponsorship
    Flexible hours

    Oracle

    Austin, TX
    13 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Wellness Advisor. Be the first to apply!