Financial Wellness Advisor
KeyBank
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
- ..., PA. This role involves engaging clients to understand their financial needs and provide tailored solutions. You will work as part of... ...and a keen understanding of consumer credit. Join KeyCorp and help clients achieve their financial wellness. #J-18808-Ljbffr KeyCorpSuggested
$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...SuggestedHourly payFull time$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...SuggestedFor contractorsMonday to Friday- ...life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue... ...objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts Documents all client...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...to Commercial Banking Executives' leads on businesses of sizes well exceeding $10 million for the handling of specialized credit requests... ...transactions. It is important that they are knowledgeable in financial services outside sales, business-to-business sales, and...SuggestedWork at officeLocal area
- JobRx, Inc. is seeking a Senior Analyst FP&A who will serve as a strategic business partner by providing financial insights and support to Corporate leaders. This hybrid position requires you to work onsite at least 3 days a week. The ideal candidate will possess 4-7 years...3 days per week
- The Hartford is seeking a Sales Support Associate in Wayne, PA, for an entry-level role aimed at supporting financial advisors. This position includes extensive training in our Mutual Fund and ETF businesses and will require passing the Securities Industry Essentials exam...
$70k - $100k
...Financial Advisor - Franklin Mint Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at...Local area$16.5 - $23.27 per hour
...good working relationship with all bank employees. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization.* Attends and...For contractorsWork at officeNight shift- ...Financial Center Associate (Teller) Mid Penn Bank is actively seeking a Financial Center Associate (Teller) to support our continued growth. This position is located in Malvern, PA. The Financial Center Associate is responsible for performing a variety of duties to...Work experience placementWork at officeRemote workWork visaFlexible hoursNight shift
- ...the customer by conducting needs-based conversations; offering financial & digital solutions, and/or referring the customer to appropriate... ...their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable...Work at officeLocal areaWork from homeFlexible hoursNight shiftAfternoon shift
- The Entity Advisor (EA) concentrates on developing new and managing existing client relationships. EAs have the full support of an established... ...with individuals and families to identify goals, develop financial plans, and implement needs-based financial solutions. In...Flexible hours
- A leading financial services institution in Pennsylvania seeks an experienced Financial Advisor for the Merrill Advisor Development Program. Responsibilities include engaging high-net worth clients, developing recommendations aligned with financial goals, and collaborating...TraineeshipWork at office
$75k - $100k
...Consultant to increase market share and assets within a specific territory. This role involves building long-term relationships with financial advisors and executing effective sales strategies. The candidate must possess a Bachelor's degree, relevant licenses, and a minimum of...- Bankers Life in King of Prussia, Pennsylvania, is seeking motivated individuals to join their team as entry level financial advisors. You will work directly with clients to develop personalized financial solutions, all while building a rewarding career. The company provides...
- One of Insight Global's large banking clients is seeking a Financial Advisor for a full-time role in King of Prussia, PA. The Financial Advisor (FA) role is a three-year forgivable draw program, designed for experienced financial advisors or planners who will deliver financial...Full time
$75k - $100k
...enhance market share within a designated territory in Pennsylvania. This position involves building strong relationships with financial advisors and requires travel up to 80% of the time. Candidates should have at least five years of wholesaling experience and be fully...- ...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...
- A leading financial services provider is seeking a motivated Financial Representative in Wayne, PA, to engage with clients about their financial needs. This full-time role involves recommending life insurance and various financial products from a comprehensive lineup, helping...Full time
$72k - $90k
...deliverables as assigned Ability to manage budgets, analyze financial reports, and track profitability across projects Skilled at... ...bonuses or commissions, that is not included in the base pay. The well-being of WWT employees is essential. So, when it comes to our...Full timeRemote workShift work- ...volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers... ...access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we’ve looked beyond...Full timeTraineeshipLocal areaMonday to Friday
- ...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,...Casual workLocal area
- ...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 officeShift work
$20.19 - $30.77 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As...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 officeShift work
$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In...Hourly payContract workWork experience placementRemote workFlexible hours- 1246 Lancaster Ave, Downingtown, PA 19335, USA Citadel’s Financial Service Representatives are on the front line of our retail offices and are relied upon to perform our customers' daily banking transactions. In this teller position it is necessary to balance quality customer...Work experience placementWork at office
$55k - $156.45k
S&T Bank is seeking a Financial Planner in Downingtown, PA, to lead brokerage services, develop new business, and manage client relationships. The role requires a four-year degree, FINRA licenses, and 5-10 years of investment experience. Responsibilities include coaching...$55k - $156.45k
S&T Bank is seeking a Financial Planner in Exton, PA to develop new brokerage business and provide guidance and training to licensed assistants. The ideal candidate will have a four-year degree, required licenses (FINRA Series 7 and 66), and 5-10 years of investment-related...- ...Business Services to provide strategic leadership in long-range financial planning, accounting, and payroll operations. The successful... ...overseeing purchasing, contracting, and construction procurement, as well as continually reviewing operations to identify and implement...
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