Trusted Financial Wellness Advisor
Key Bank
KeyBank seeks a Personal Banker to engage clients in conversations, uncover needs, and provide guidance for financial wellness both in person and by phone. You will attract new clients and deepen relationships with existing clients, delivering tailored financial solutions.
This role emphasizes strong client service, teamwork, and multi-channel outreach to meet sales goals and maintain compliance with bank policies.
#J-18808-Ljbffr- ...KeyBank seeks a Personal Banker to engage clients, uncover needs, and provide guidance for financial wellness. You will attract new clients, deepen relationships, and support branch operations with a client-first, sales-driven mindset. The role requires 1+ year of...Suggested
- ...Teller position in Webster, NY offers in-branch service to clients, handling transactions and guiding customers to bankers for financial wellness discussions. You will balance cash, follow security policies, and participate in team huddles to deliver outstanding service....Suggested
- ...Serving more than 4.5 million people, we provide comprehensive financial services, including life, disability income, long-term care... ...people-first approach, we support a growing network of financial advisors and corporate professionals. Headquartered in Milwaukee and...SuggestedFull timeRelocation
$45k - $100k
...Financial Advisor Join a financial services firm where your contributions are valued. Edward Jones... ...why they are important to accelerate trust and help them stay on track. Edward Jones... ...authorities (FINRA and SEC), as well as required CE training to ensure licenses...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...seeks a Relationship Banker to deliver exceptional client experiences and build lasting relationships through hospitality and expert financial guidance. You will educate clients on digital banking, identify solutions, and collaborate with specialists while adhering to...SuggestedFlexible hours
- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Rochester market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and...Full timeWorldwide
- ...Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...people achieve meaningful financial wellness. In total, Equitable Advisors serves...Full timeWork experience placementWork at officeLocal areaFlexible hours
$200k
...Sage Rutty is looking to strategically expand with the “right fit” advisors. What is the “right fit”? Our advisors are entrepreneurs. They are confident in their own abilities to serve their clients. They are the top of the bell curve in service, ethics, and results...- ...Northwestern Mutual of Rochester is seeking a Financial Representative to help individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. You will build long-term client relationships, educate on planning...Local area
$130k - $140k
...Managing Wealth Advisor Rochester, NY JK Executive Strategies is partnering with... ...management firm affiliated with Raymond James Financial Services to recruit a Managing Wealth... ..., this individual will serve as a trusted resource to fellow advisors, support high...- ...leaders, and multigenerational families — and the advisors who serve them — exactly where they are. Today, Certuity is a trusted partner to some of the most complex families... ...advisors have been featured in Barron’s Top Financial Advisors.* Location: National Work...Work at officeRemote workFlexible hours
$150k
...Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through...Work at officeRemote work- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Rochester market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and...Worldwide
- ...guided by a common purpose to help make financial lives better through the power of every... ...teammates' physical, emotional, and financial wellness, recognizing and rewarding performance,... ...of Bank of America Corporation. Trust, fiduciary and investment management services...Work at officeFlexible hoursShift workWeekend workDay shift
$28 - $38 per hour
Financial Planning Assistant - Potential Path to Associate Financial Advisor Rochester, MN | Full-Time | In Office Build Your Career in Financial Services Are you looking... ...of the practice. What You'll Do Serve as a trusted point of contact for clients and provide an exceptional...Full timeWork at officeImmediate startMonday to Friday- Prudential Advisors is looking for driven, motivated self-starters in the Rochester area that are interested in a career in financial services. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the tools,...
$17.05 - $21.55 per hour
...Position Summary The Member Advisor plays a vital role in delivering an... ...guidance on products, services, and financial solutions that support financial well-being. A Member Advisor ensures operational... ...service, problem-solving, and trusted financial guidance. This position...Hourly payPart timeImmediate startRemote workMonday to FridayShift work- ...latest banking solutions and cutting-edge financial technology combined with friendly and... ...to understand and help clients, building trust – ask questions and listen to understand,... ...with clients about banking solutions, as well as collaborate with and connect them to our...Immediate startAfternoon shift
$50k - $52k
...that put people first. Our vision guides us all in the right direction: a world of communities where everyone flourishes. CCSI is a trusted partner to human-centered organizations. We work with government, education, and non-profit institutions to strengthen their day-to...Full timeTemporary workWork experience placementWork at officeLocal areaTrial periodFlexible hours- ...your knowledge of investments, financial planning, credit and banking... ...with clients by earning trust, thoroughly understanding client... ...coverage, on-site health and wellness centers, a retirement savings... ...Management provides individuals, advisors and institutions with...Temporary workWork experience placementLocal area
$20.67 - $31.25 per hour
**Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal... ...and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part...Hourly payWork experience placementDay shift- ...latest banking solutions and cutting-edge financial technology combined with friendly and... ...to understand and help clients, building trust ask questions and listen to understand, anticipate... ...with clients about banking solutions, as well as collaborate with and connect them to...Afternoon shift
- ...service. You will acquire, manage, and retain client relationships using financial knowledge to offer tailored solutions, while promoting digital banking tools. The role emphasizes building trust, understanding clients' financial needs, and collaborating with banking specialists...
- ...latest banking solutions and cutting-edge financial technology combined with friendly and... ...to understand and help clients, building trust - ask questions and listen to understand,... ...with clients about banking solutions, as well as collaborate with and connect them to our...Immediate startAfternoon shift
$20.19 - $30.77 per hour
Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers... ...and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As...Hourly payTemporary workDay shift- ...will use your knowledge of investments, financial planning, credit and banking to advise current... ...and retaining a local team of Client Advisors. You will partner with local leadership... ...relationships with clients by earning trust, thoroughly understanding client needs,...Temporary workWork experience placementBank staffLocal area
$23 - $25 per hour
...individuals in a personal and supportive manner, building trusting relationships that promote wellness, recovery, and personal growth. Provides individuals... ...employment-related services, including guidance with financial assistance applications and applications for ACCES-VR...Hourly payContract workWork experience placementWork at officeLocal areaMonday to FridayFlexible hours$18 - $23.08 per hour
...York 14612 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...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 payWork experience placementFlexible hoursShift workDay shift$18 - $26.21 per hour
...servicing interactions. Processes a variety of financial transactions in an accurate and efficient... ...exceptional customer service Well-organized Proven time management skills Proven... ...institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000...Hourly payLocal areaImmediate start- ...training, key skills, internal peer equity, as well as, market and organizational... ...shifts. Assist clients with funding and financial matters. Health and Safety Teach, support... ...to show appreciation and build trust. Offering help, encouraging collaboration...Work experience placementShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trusted Financial Wellness Advisor. Be the first to apply!
- associate corporate finance Rochester, NY
- estate planning consultant Rochester, NY
- financial counselor Rochester, NY
- financial advisor associate Rochester, NY
- financial planning assistant Rochester, NY
- financial advisor Rochester, NY
- financial planner Rochester, NY
- financial advisor training program Rochester, NY
- jde finance consultant Rochester, NY
- finance associate Rochester, NY






