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

Financial Wellness Advisor

Keybank, National Association

KeyBank is seeking a Personal Banker in Exton, Pennsylvania. This role involves engaging clients to improve their financial wellness through personalized banking solutions. You will be responsible for establishing new client relationships, managing accounts, and meeting sales goals. Ideal candidates should possess strong sales skills, a high school diploma, and preferably a bachelor's degree. Experience in customer interaction and financial services is highly valued. KeyBank offers competitive pay and benefits. #J-18808-Ljbffr KeyBank

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor in Exton, PA vacancy
  •  ...exceptional professionals for this role. Join Vanguard as a Certified Financial Advisor in Malvern, PA Are you a Certified Financial Planner (CFP®)...  ...while making a meaningful impact on our clients' financial well-being. Professional Growth : Benefit from a workplace that... 
    Suggested
    Work at office
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Malvern, PA
    1 day ago
  • $55k - $156.45k

     ...calling on existing bank customers identified through the internal referral program. During the course of these customer meetings, the Financial Planner will need to explain the bank's brokerage services, discussing the advantages of proper planning, and obtaining the... 
    Suggested
    For contractors
    Monday to Friday

    S&T Bancorp

    Exton, PA
    1 day ago
  •  ...an opportunity to contribute to the company’s success. As a Financial Advisor within PNC Wealth Management, you will be based at our Thorndale...  ...Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    West Chester, PA
    4 days ago
  • $20.43 - $32.31 per hour

    Fulton Financial in Exton, PA, is hiring a full-time Relationship Banker to deliver outstanding customer service and promote financial solutions. Your role will include engaging with customers directly, understanding their needs, and identifying banking opportunities. The... 
    Suggested
    Hourly pay
    Full time

    Fulton Financial

    Exton, PA
    1 day ago
  • Be a strategist. Be a guide. Be the difference. Why This Role Matters Money is personal. At its best, financial advice changes lives. As a Senior Financial Advisor, you won’t just manage portfolio, you’ll help families retire with confidence, entrepreneurs turn success... 
    Suggested

    Citadel Credit Union

    Exton, PA
    1 day ago
  •  ...Financial Analyst The Financial Analyst will support the financial functions of the division. The Financial Analyst will need to ensure...  ..., report writing and presenting findings. ~ Ability to work well in a matrix-structured environment. ~ Proactive problem-... 
    Contract work
    Work experience placement

    MDA Edge

    West Chester, PA
    5 days ago
  •  ...the country's largest wireless telecommunications providers, as well as the largest High-speed Internet & Cable providers. CTDI has...  ...analyses of information affecting budgets, expenses, and other financial projects. Collects and analyzes financial information for assigned... 
    Weekly pay
    Work at office
    Worldwide
    Flexible hours

    Communications Test Design Inc

    West Chester, PA
    5 days ago
  • Select how often (in days) to receive an alert: Position Summary The Associate Finance Analyst role is responsible for overseeing sales commission calculation, tracking, and payout processes for a defined sales region. This role plays a critical part in ensuring accurate...
    Worldwide

    Bentley Systems

    Exton, PA
    1 day ago
  •  ...hackajob is collaborating with Vanguard to connect them with exceptional professionals for this role. Overview Financial Advisor Services (FAS) is a critical growth engine, focused on evolving how we serve advisors and clients through expanded digital capabilities... 
    Malvern, PA
    16 days ago
  • EDSI is seeking a Career Services Specialist in Exton, PA to provide client-centered services and connect jobseekers with Workforce Innovation and Opportunity Act (WIOA) resources. You will determine eligibility, develop individualized employment plans, and manage a caseload...

    Edsi-9

    Exton, PA
    3 days ago
  • OneMain is seeking a Loan Sales Specialist to engage customers, assess their needs, and provide access to financing. This on-site role offers a path for professional development and advancement within a supportive environment. Responsibilities include multitasking across...

    United States Digital Space LLC

    Exton, PA
    3 days ago
  •  ...Fortune 100company that is a leader in the financial services industry. New York Life is the...  ...planning practice by becoming a Financial Advisor with our investment advisory affiliate...  ...based upon persistency and production, as well as debits associated with commission reversals... 
    Full time
    Contract work
    For contractors
    Work at office

    New York Life

    Wayne, PA
    4 days ago
  • $48k

     ...individual employment plans for individuals seeking services· Maintain a caseload of 50-75 Title I program participants· Refer to financial navigator and community resources as appropriate· Provide “staff-assisted job search” services in the form of career guidance, job... 
    Work at office
    Local area

    Edsi-9

    Exton, PA
    3 days ago
  •  ...Are you a Certified Financial Planner (CFP) with a passion for transforming lives through expert...  ...guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams...  ...impact on our clients' financial well-being.Professional Growth: Benefit from a... 
    Full time
    Work at office
    Local area
    Remote work
    Relocation
    Monday to Friday

    Vanguard

    Malvern, PA
    4 days ago
  • $61k - $119k

     ...Overview 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 advisor, you start as a financial representative... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    King of Prussia, PA
    1 day ago
  •  ...ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As an entry level financial advisor on our team, you’ll work one-on-one with clients to create personalized financial solutions, while building meaningful... 

    Bankers Life

    King of Prussia, PA
    2 days ago
  • $92.87k - $152.57k

     ...institutional clients through multiple integrated businesses. The Financial Advisor will support the Wealth Investments. The Financial Advisor...  ...and recommending appropriate investment strategies, as well as maintaining a high level of profitable sales. The incumbent... 
    Work experience placement
    Flexible hours

    Bryn Mawr Trust

    Berwyn, PA
    4 days ago
  • $77.39k - $127.14k

     ...clients through multiple integrated businesses. The Associate Financial Advisor partners with Advisors and Senior Advisors in delivering...  ...spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental... 
    Work at office
    Flexible hours

    Bryn Mawr Trust

    Berwyn, PA
    4 days ago
  • TerrAscend is seeking a Part-time Wellness Associate in Thorndale, PA. This role involves providing excellent service to patients, assisting with cannabis recommendations, and educating customers on product benefits. A background in customer service and flexibility regarding... 
    Part time
    Afternoon shift

    TerrAscend

    Thorndale, PA
    3 days ago
  • Under the general direction of the Manager, Risk Assessment, the Security Analyst will support the Risk Assessment team in delivery of assigned projects and engagements. The role requires a working knowledge of the support elements which compromise an effective information...
    Work at office
    Flexible hours

    Fortified Health Security

    Exton, PA
    1 day ago
  • $77k - $82k

    Senior Security Analyst Your Mission as Senior Security Analyst The Senior Security Analyst is responsible for advancing Energage's information security, privacy, and compliance programs by implementing and continuously improving technical controls, governance processes...
    Work at office
    Local area
    Remote work

    Socket.dev

    Exton, PA
    5 days ago
  • Artech Information Systems Job Description Job Title: Security Analyst Location: Pittsburgh, PA / Lake Mary, FL / Nashville, TN Duration: 12 months contract with possible extension/conversion to FTE Job Description: Client is looking for a talented and self-motivated individual...
    Contract work

    Artech Infosystems Ltd.

    Frazer, PA
    3 days ago
  • $14 - $16.5 per hour

     ...Community YMCA - Exton, PA 19341 Position Type: Part Time Salary Range: $14.00 - $16.50 Hourly Job Shift: Any Job Category: Health/Wellness Embark on a Journey of Impactful Adventure Who Are We? The YMCA of Greater Brandywine (YGBW) was named a 2026 Top Workplace by The... 
    Hourly pay
    Full time
    Part time
    Immediate start
    Shift work
    Weekend work
    Afternoon shift

    YMCA of Greater Brandywine

    Exton, PA
    3 days ago
  • $25 - $38.46 per hour

     ...Summary Be a problem solver, trusted advisor, and partner to the people and...  ...relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer...  ...clients achieve confidence in their financial wellness by assessing their financial needs,... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Frazer, PA
    1 day ago
  •  ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...  ...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    West Chester, PA
    1 day ago
  • The YMCA of Greater Brandywine is hiring a part-time Wellness Center Assistant at Lionville Community YMCA in Exton, PA. You’ll conduct orientations, assist members, and help keep the gym safe, clean, and welcoming. Evening and weekend availability is required. The position... 
    Part time
    Weekend work
    Afternoon shift

    YMCA of Greater Brandywine

    Exton, PA
    3 days ago
  • $21 - $41.06 per hour

     ...Function: Responsible for profiling customers to determine financial services needs and referring customers to other Line of Business...  ...interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success... 
    Bank staff
    Work at office
    Flexible hours

    S&T Bancorp Inc

    West Chester, PA
    3 days ago
  •  ...types of accounts and/or services needed to meet their individual financial needs. Incumbent will drive sales through service by developing...  ...accounts, deposits, withdrawals, and loan applications, as well as cross selling other credit union services like credit cards,... 
    Work at office
    Local area

    The Citadel

    West Chester, PA
    5 days ago
  • $20.43 - $32.31 per hour

     ...approximately 40 hours per week) based out of our financial center in Exton, PA (Chester County)....  ...relationships and become a trusted advisor. Actively promote a variety of banking solutions...  ...engaging customers in the lobby as well as during transaction processing. Use digital... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Local area
    Work visa
    Flexible hours

    Fulton Bank

    Exton, PA
    2 days ago
  • Bankers Life is seeking driven individuals for an entry level Financial Advisor Development Program in Pennsylvania. You’ll work one-on-one with clients to craft personalized financial solutions while building meaningful relationships and a career you can be proud of. No... 

    Bankers Life

    King of Prussia, PA
    1 day ago

Do you want to receive more vacancies?

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