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

Client-Focused Financial Advisor — Personal Banker

KeyBank

KeyBank in Trexlertown, PA is seeking a Personal Banker to engage clients, uncover needs, and provide guidance for financial wellness both in person and by calling. You will attract new clients and deepen existing relationships to meet branch goals. A client-first, sales-driven mindset with teamwork and integrity is essential. Strong communication and digital platform knowledge help educate clients on online banking and products. Retail branch duties and occasional Saturday work are included. #J-18808-Ljbffr KeyBank

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Financial Advisor — Personal Banker in Trexlertown, PA vacancy
  • $20.67 - $31.25 per hour

     ...a problem solver, trusted advisor, and partner to the people...  ...our KeyBank communities. Personal Bankers engage clients in deeper conversations to...  ...solutions to assist in client's financial wellness both in person...  ...of business partners - focusing on client acquisition and... 
    Financial
    Hourly pay
    Work experience placement
    Day shift

    KeyBank

    Trexlertown, PA
    1 day ago
  • $61k - $119k

     ...Financial Advisor Opportunity Becoming a financial advisor at Northwestern...  ...where you can help your clients achieve their goals through...  ...a financial representative focused on client-building and...  ...client experience Build personalized, holistic financial plans tailored... 
    Financial
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Center Valley, PA
    5 days ago
  • $150k - $175k

     ...Senior Financial Advisor Allentown, PA Modera Wealth Management is...  ...impact on the lives of our clients through comprehensive financial...  ...a desire to give clients a personalized service experience with our...  ...financial plans focused on cash flow, tax, investment... 
    Financial
    Temporary work
    Work at office
    Local area
    Remote work

    Modera Wealth Management

    Allentown, PA
    5 days ago
  •  ...Financial Advisor | Relationship Manager CAPTRUST is seeking a Financial...  ...risk management to wealth clients. Your role will be pivotal in...  ...demeanor, and client service focus Good organizational...  ...you with opportunities for personal growth. Our employee benefits... 
    Financial
    Temporary work
    Work experience placement
    Local area
    Flexible hours

    CAPTRUST

    Allentown, PA
    3 days ago
  •  ...Job Description 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... 
    Financial
    Work at office
    Flexible hours

    Bankers Life

    Allentown, PA
    1 day 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... 
    Financial
    Work at office
    Flexible hours

    Bankers Life

    Allentown, PA
    3 days ago
  •  ...Financial Aid Advisor - Lincoln Tech - Allentown, PA campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience... 
    Financial
    Full time
    Temporary work
    Immediate start

    Lincoln Tech

    Allentown, PA
    3 days ago
  •  ...Private Wealth Client Management To deliver an exceptional experience for Private Wealth clients, focusing on foundational strategies for wealth creation, accumulation, and...  ...targets. Provide appropriate banking and financial solutions across an allocated portfolio... 
    Financial
    Local area

    Frb

    Bethlehem, PA
    14 hours ago
  • $60k - $120k

     ...Wealth Management Practice Advisor Wisepath Recruiting (a specialized recruiting division of Wisepath Group). We have been exclusively...  ...wealth management practice aligned with OneAmerica Financial. Our client firm operates under a specialized macroeconomic planning philosophy... 
    Financial
    Local area

    Wisepath Financial Group

    Allentown, PA
    2 days ago
  •  ...Unleash Your Potential as a Financial Advisor – Join Our Elite, Exclusive...  ...hour in front of qualified clients instead of behind a phone or...  ...set the appointments — you focus on sharing your expertise, closing...  ...Strong track record of in-person, sales success Ability to... 
    Financial
    Immediate start
    Flexible hours

    United Placement Group

    Allentown, PA
    11 days ago
  •  ...Block Advisor Tax Advisor As a year-round Block...  ...trusted advisor who helps clients navigate complex tax...  ...clients. This role is in-person at a local Block...  ...interviews to understand financial situations, life changes...  ...to a positive, client-focused office environment... 
    Financial
    Hourly pay
    Work at office
    Local area

    H&R Block

    Allentown, PA
    5 days ago
  • $100k

     ...Wealth Management Client Associate Merrill Wealth Management is a leading provider...  ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...  ...the life they envision through a personal relationship with their advisory team committed... 
    Financial
    Interim role
    Work at office
    Immediate start
    Work from home
    Shift work
    Day shift

    Bank of America

    Allentown, PA
    3 days ago
  • $72.28k - $108.16k

     ...Business: TD Wealth Job Description: The Financial Advisor (FA) role is a three-year program with...  ...unique and complex needs of TD Wealth clients by reviewing financial goals and making...  ...(ACR) meeting with an enhanced agenda focused on the client’s overall wealth needs,... 
    Financial
    Full time
    Work at office
    Local area
    Work from home
    Flexible hours

    TD

    Allentown, PA
    20 hours ago
  •  ...by the strength and stability of Univest Financial, a trusted institution with a 148-year...  ...for immediate hire a Senior Investment Advisor in King of Prussia, PA or Allentown, PA....  ...the primary investment liaison to Pension Clients. Attends investment and/or consulting meetings... 
    Financial
    Full time
    Immediate start

    Univest Financial Corporation

    Allentown, PA
    5 days ago
  •  ...protect ambition: for the clients who count on us, and...  ...growing and looking to hire a Financial Services Assistant to...  ...intention. This role is focused on supporting one to two Senior Advisors in managing and...  .... Either way, the right person understands that this role... 
    Financial
    Work experience placement
    Internship
    Local area
    Work from home
    Flexible hours

    HUB International

    Allentown, PA
    1 day ago
  •  ...Relationship Banker Business SpecialistAt PNC, our people are our...  ...branch. Delivers a differentiated client experience from acquisition...  ...on options for managing financial transactions by leveraging technology...  ...our employees to be:Customer Focused - Knowledgeable of the values... 
    Financial
    Work at office

    PNC

    Allentown, PA
    1 day ago
  • $20.55 - $34.25 per hour

     ...sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/...  ...order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals Identify financial needs of... 
    Financial
    Hourly pay

    M&T Bank

    Allentown, PA
    3 days ago
  •  ...for providing an industry leading client service experience both in person and on the phone through the development...  ...client relationships. Provides financial solutions that meet client needs based...  ...products and services with a focus on developing, expanding and retaining... 
    Financial
    Temporary work
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Allentown, PA
    4 days ago
  •  ...guided by a common purpose to help make financial lives better through the power of every connection...  ...Growth and delivering for our clients, teammates, communities and shareholders...  ...starter with a strong work ethic and intense focus on results, acting in the best interest of... 
    Financial
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bethlehem, PA
    2 days ago
  •  ...memorable experiences for our clients and employees, making them...  ...inclusion. As a Relationship Banker in a Chase Branch, you will represent...  ...solutions and cutting-edge financial technology combined with...  ...proactively meet with them, both in person and over the phone, to build... 
    Financial
    Immediate start
    Afternoon shift

    Testing Site - JPMC

    Trexlertown, PA
    14 hours ago
  •  ...Relationship Banker In Branch Banking You have...  ...branch customers. From a personal standpoint, you will...  ...customers, using your financial knowledge to offer thoughtful...  ...(Financial Advisors, Mortgage Bankers, and...  ...success in establishing new clients, deepening customer... 
    Financial
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Allentown, PA
    14 hours ago
  • $80k - $200k

     ...Financial Advisor | Financial Planner Vista Wealth Solutions | Center Valley, PA & Allentown, PA Build a Career. Build a Business....  ...families, business owners, and professionals. · Meet with clients to understand their financial goals , priorities, and concerns... 
    Financial
    Full time

    Vista Wealth Solutions

    Center Valley, PA
    a month ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program...  ...to build your business and client base Develop and execute on...  ...to ensure that you experience personal and professional growth in...  ...Financial Representative or Advisor role upon graduation. #LI-Onsite... 
    Financial
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Allentown, PA
    3 days ago
  •  ...Financial Advisor Full-Time • Licensing Support Provided About Vista Wealth Solutions...  ...rooted in expertise, trust, and long-term client impact. Here, you won't just learn the...  ...'ll grow a client base by delivering personalized advice across holistic financial... 
    Financial
    Permanent employment
    Full time

    Vista Wealth Solutions

    Allentown, PA
    a month ago
  • $47.6k - $59.5k

     ...happen. WWT's work benefits clients and partners as much as it does...  ...? The Associate Sales Ops Advisor is an entry-level role within...  ...a Sales Ops Advisor, with a focus on mastering operational tasks...  ...Program, Wellness program Financial Benefits: Competitive Pay, Profit... 
    Financial
    Full time
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    Shift work

    World Wide Technology

    Allentown, PA
    1 day ago
  •  ...Financial Advisor (Fall/Recent Graduates, Early Acceptance) About Vista Wealth Solutions...  ...organization Meaningful work helping clients achieve their financial goals Collaborative...  ...client relationships and deliver personalized financial guidance. No prior... 
    Financial
    Permanent employment
    Full time

    Vista Wealth Solutions

    Allentown, PA
    28 days ago
  •  ...s success. As a Branch Banker within PNC's Retail organization...  ...improve the customer's financial wellbeing. Collaborates...  ..., ultimately elevating client loyalty. Delivers a...  ...to be: Customer Focused - Knowledgeable of the...  ...opportunity to qualified persons regardless of race,... 
    Financial
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Bank

    Bethlehem, PA
    20 hours ago
  • $47.6k - $59.5k

     ...happen. WWT's work benefits clients and partners as much as it does...  ...? The Associate Sales Ops Advisor is an entry-level role within...  ...a Sales Ops Advisor, with a focus on mastering operational tasks...  ...Program, Wellness program Financial Benefits: Competitive Pay, Profit... 
    Financial
    Full time
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    Shift work

    World Wide Technology

    Allentown, PA
    1 day ago
  •  ...s success. As a Branch Banker within PNC's Retail organization...  ...improve the customer's financial wellbeing. Collaborates...  ..., ultimately elevating client loyalty. Delivers a...  ...to be: Customer Focused - Knowledgeable of the...  ...opportunity to qualified persons regardless of race,... 
    Financial
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Bank

    Bethlehem, PA
    20 hours ago
  • $47.6k - $59.5k

     ...happen. WWT's work benefits clients and partners as much as it does...  ...? The Associate Sales Ops Advisor is an entry-level role within...  ...a Sales Ops Advisor, with a focus on mastering operational tasks...  ...Program, Wellness program Financial Benefits: Competitive Pay, Profit... 
    Financial
    Full time
    Work experience placement
    Work at office
    Remote work
    Flexible hours
    Shift work

    World Wide Technology

    Allentown, PA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Focused Financial Advisor — Personal Banker. Be the first to apply!