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
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$55k - $156.45k
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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...SuggestedHourly payFull time- 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
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$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 officeLocal area- ...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 timeWork at officeLocal areaRemote workRelocationMonday to Friday
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...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 timeContract workFor contractorsWork at office- ...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...
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...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 placementFlexible hours$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 officeFlexible hours- 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 timeAfternoon shift
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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 officeLocal areaRemote work- 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
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...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 payFull timePart timeImmediate startShift workWeekend workAfternoon shift$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 payWork experience placementDay shift- ...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 timeTemporary workPart timeWork experience placementWork at office
- 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 timeWeekend workAfternoon shift
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...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 staffWork at officeFlexible hours- ...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 officeLocal area
$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 payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- 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...
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