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

Hybrid Financial Wellness Advisor

Key Bank

KeyBank is hiring for a Financial Wellness Advisor (FWA) in Fishkill, New York. This hybrid role involves client servicing and transaction support, ensuring strategic use of time to enhance branch performance. The FWA engages clients to identify financial needs and offers customized recommendations. The ideal candidate is expected to have a high school diploma and experience in client relationship building, cash handling, and will contribute to a positive client experience while adhering to compliance guidelines. #J-18808-Ljbffr

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Hybrid Financial Wellness Advisor in Fishkill, NY vacancy
  • M&T Bank Corporation seeks a Mortgage Originator for a hybrid role in Fishkill, NY. The position involves working closely with customers to determine their mortgage needs, advising on various loan products, and ensuring compliance with lending regulations. Candidates must... 
    Suggested

    M&T Bank Corporation

    Fishkill, NY
    2 days ago
  • A financial services institution in New York seeks a Personal Banker to engage clients in financial wellness. This role requires building strong client relationships, meeting sales goals, and ensuring compliance with banking procedures. Ideal candidates should possess... 
    Suggested

    KeyBank

    New Windsor, NY
    12 hours ago
  • $19.23 - $28.37 per hour

     ...Job Summary Be a problem solver, trusted advisor, and partner to the people and...  ...guidance and solutions to assist in client’s financial wellness, both in person and through proactive calling...  ...time). As part of the branch team in a hybrid platform role, the FWA works closely... 
    Suggested
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    Key Bank

    Fishkill, NY
    4 days ago
  • $90.23k

     ...Description: CDM Smith is seeking a Senior Financial Analyst to join our Corporate FP&A Team!...  ...other duties as required. #LI-LP2 #LI-HYBRID Job Title: Senior Financial Analyst...  ..., education, licensure, etc. as well as credit and motor vehicle when applicable... 
    Suggested
    Full time
    H1b
    Remote work

    CDM Smith

    Poughkeepsie, NY
    1 day ago
  • $60k - $150k

     ...looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is...  ...disciplined • Authentic If the answer is yes, consider becoming an advisor to drive positive impact in the lives of families every day.... 
    Suggested

    New York Life

    Fishkill, NY
    2 days ago
  • We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job—it’s a career with purpose and opportunity. You’ll provide peace of mind to your clients while helping them... 

    New York Life - Hudson Valley

    Fishkill, NY
    4 days ago
  • $95k - $115k

     ...A Analyst to join our Finance team supporting the New York Sports, Real Estate and Shared Services business units. This is a pure financial planning and analysis role focused on turning operating data into actionable insights for senior leadership. A passion for the business... 

    Chelsea Piers

    Chelsea, NY
    12 hours ago
  •  ...advancement Training & development Tuition assistance Vision insurance Wellness resources About the Role: Join New York Life Insurance - Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding career helping clients achieve their... 
    Work at office
    Immediate start
    Flexible hours

    New York Life Insurance Company

    New Windsor, NY
    2 days 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... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Poughkeepsie, NY
    12 hours ago
  • $20.67 - $31.25 per hour

     ...Fishkill, New York 12524 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank...  ...and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Fishkill, NY
    4 days ago
  •  ...A leading financial institution in Village of Fishkill seeks a Personal Banker to offer tailored financial solutions and engage clients in their financial wellness journey. The role involves building relationships with clients, opening accounts, and ensuring compliance... 
    Hourly pay

    Key Bank

    Fishkill, NY
    12 hours ago
  • $65k - $70k

    Citizens is hiring a Virtual Wealth Advisor in Fishkill, NY. The role focuses on delivering personalized financial strategies to clients through virtual interactions. Candidates should have active Series 7 and 66 licenses, a proven sales record, and experience with virtual... 
    Remote job
    Flexible hours

    Citizens

    Fishkill, NY
    1 day ago
  • $120k

    A leading insurance and financial services company in New Windsor, NY is seeking driven financial service professionals to join their team. This role offers a comprehensive three-year training program and the chance to work closely with established agents. Ideal candidates... 
    Full time

    New York Life Insurance Company

    New Windsor, NY
    1 day ago
  •  ...insurance Opportunity for advancement Training & development Tuition assistance Vision insurance Wellness resources Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with... 
    Full time
    Part time
    Immediate start
    Flexible hours

    New York Life Insurance - Hudson Valley

    New Windsor, NY
    4 days ago
  • $105k - $250k

    Citizens is looking for a Wealth Advisor in the Town of Fishkill, New York. This role involves developing personalized wealth management...  .... Candidates should have a minimum of 2 years of experience in financial advising and relevant licenses (Series 7, 63, and 65). The... 

    Citizens

    Fishkill, NY
    12 hours ago
  • $105k - $250k

    Citizens Bank seeks a Wealth Advisor in Town of Fishkill to develop personalized wealth management strategies for clients. The ideal candidate has a minimum of 2 years in financial advisory with Series 7, 63, and 65 licenses. Responsibilities include enhancing client relationships... 
    Flexible hours

    Citizens Bank

    Fishkill, NY
    4 days ago
  • $65k - $70k

     ...currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad...  ...responsible for delivering personalized financial strategies to mass‑affluent clientele. The...  ...Financial Group policies and procedures, as well as regulatory and legal requirements.... 
    Currently hiring
    Work at office
    Local area
    Flexible hours

    Citizens

    Fishkill, NY
    1 day ago
  • $18 - $23.08 per hour

     ...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in...  ...conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's... 
    Hourly pay
    Part time
    Work experience placement
    Shift work
    Day shift

    KeyCorp

    Hopewell Junction, NY
    2 days ago
  • Wyatt Savage - State Farm Agent in Newburgh, NY, is seeking an outgoing and customer-focused individual to join their team. The role involves establishing customer relationships and educating clients on insurance options, with a strong emphasis on communication and problem...
    For contractors
    Flexible hours

    Wyatt Savage - State Farm Agent

    Newburgh, NY
    3 days ago
  • Quality Talent Group, representing a leading financial services employer, is hiring for banker positions in New York City. The role offers robust support with comprehensive benefits such as health coverage, 401(k), and opportunities for career advancement. Ideal candidates... 

    Quality Talent Group

    Chelsea, NY
    3 days ago
  •  ...York is seeking a Mortgage Loan Officer responsible for working with customers to identify and obtain mortgage loans that meet their financial needs. The role involves analyzing financial information, advising on mortgage products, and ensuring compliance with lending... 

    Dormont Manufacturing Company

    Fishkill, NY
    4 days ago
  • $58.44k

     ...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth...  .... This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad... 
    Contract work
    Temporary work
    Work experience placement
    Work at office

    Magellan Federal

    Newburgh, NY
    4 days ago
  •  ...finance or a related field, possess 1–5 years of experience in the industry, and be bilingual in English and Mandarin. The role involves conducting financial analyses, managing relationships with borrowers, and ensuring compliance with bank policies. #J-18808-Ljbffr... 

    Bank of China Limited, New York Branch

    New Windsor, NY
    4 days ago
  •  ...NY area is rapidly expanding and currently seeking an energetic Financial Representative to continue our ambitious growth plan serving...  ...results Ability to develop lasting, meaningful relationships as well as influence others Preferred Qualifications 2 years of... 
    Contract work
    Work at office

    The Caccomo Group LLC

    Poughkeepsie, NY
    12 days ago
  • $17 - $21.25 per hour

    Chico's in Fishkill, NY, is seeking an Associate Lead to support store management in ensuring a great customer experience and maximum profitability. Responsibilities include supervising associates, cash handling, and promoting customer service. Candidates must have a High...
    Flexible hours
    Night shift

    Chico's

    Fishkill, NY
    4 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework...  ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Full‑time student; juniors... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Poughkeepsie, NY
    12 hours ago
  • $65k - $80k

     ...Financial Planner | Poughkeepsie, NY A highly regarded wealth management firm with over 150 years of experience delivering tailored...  ...colleagues, analyze confidential client information, and support advisors by developing financial plans and providing education on... 
    Local area

    BCI - Brokerage Consultants Inc

    Poughkeepsie, NY
    2 days ago
  • $58.44k

     ...specifically stated otherwise, this role is "On-Site" at the location detailed in the job post. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling... 
    Contract work
    Work experience placement
    Work at office

    VetJobs and Military Spouse Jobs

    Newburgh, NY
    4 days ago
  •  ...debt service, and the ability of the guarantor to support the Borrower. Assign the appropriate risk rating based on identified financial trends, risks, mitigants and policy exceptions. Recommendations are to be supported by financial spreads, investigative data (credit... 
    Temporary work

    Hudson Valley Credit Union

    Poughkeepsie, NY
    12 hours ago
  • Working at Ulster Savings Bank At Ulster Savings Bank, you’ll be part of an enthusiastic team that works closely together for the benefit of our customers, communities, and each other. We offer an excellent benefit package including paid time off, paid holidays, medical...
    Local area
    Monday to Thursday

    Ulster Savings Bank

    Poughkeepsie, NY
    1 day ago

Do you want to receive more vacancies?

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