Financial Wellness Advisor
KeyBank
KeyBank in Lynnwood, WA is seeking a Personal Banker to engage clients in meaningful conversations, uncover financial needs, and provide guidance and solutions to support their financial wellness. You will work with individuals and small businesses, developing relationships and expanding services through proactive outreach and strong customer service. The role emphasizes a client-first, sales-minded approach within a branch team, requiring effective communication, integrity, and the ability to #J-18808-Ljbffr KeyBank
$28.85 - $33.65 per hour
...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,... .... Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...SuggestedHourly payFull timeWork at officeImmediate startShift workDay shift- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...SuggestedWork at officeFlexible hours
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I, you will begin your career by acquiring the necessary Securities Industry licenses. Dedicated and personalized classes will support you in obtaining your Securities Industry Essentials...SuggestedHourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...Charles Schwab in Lynnwood, WA is seeking a Financial Consultant to provide wealth management and financial planning to existing Schwab clients. You’ll build trusted relationships, offer guidance, and help clients pursue their financial goals. Over time, you’ll grow your...Suggested
- ...’ll find the ingredients you need at LPL Financial to shape your success while helping clients... .... Job Overview As an Associate Financial Advisor with Olympic Investment Group, based in... ...Prepare and review client communications as well as forms and documents needed for...SuggestedWork at officeWork from home
$65k - $80k
...Associate Financial Advisor (AFA) Location: Edmonds and/or Wenatchee, Washington About the Practice Soundview Financial Group is a Private Wealth Advisory Practice of Ameriprise Financial. We are an ensemble wealth management practice committed to comprehensive financial...Private practiceWork at officeMonday to Friday- ...due to the volume of applicants. Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...beginning on January 1 of each year, as well as sick time, personal days, and a paid day...Full timeTemporary workFlexible hours
- ...due to the volume of applicants. Join a financial services firm where your contributions are... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...the firm and regulatory authorities, as well as required training to maintain license...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...MassMutual Northwest MassMutual Northwest is seeking motivated and driven individuals interested in building a career in financial services. No prior industry experience is required. We provide training, licensing support, mentorship, and professional development...Contract workFor contractorsFlexible hours
- ...Responsibilities This full-time Financial Advisor role is located in Seattle, WA, with flexibility for some remote work. As a Financial Advisor... .... This hybrid role requires strong communication skills, as well as the ability to work independently. Requirements Insurance...Full timeContract workRemote work
- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage... ...and disability insurance for added peace of mind ~ Employee wellness programs and mental health resources ~ Career growth opportunities...
$23.39 - $35.78 per hour
...Description Patient Financial Counselors are part of a team who has direct interaction with patients and their families either on... ...are uniquely designed to support you and your family in staying well, growing professionally and achieving financial security. We take...Minimum wageFull timeWork at officeLocal areaShift work- ...Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...professionals, and access to the latest industry resources, you’re well‑equipped to succeed in your new role. Our goal is to see you...Full timeLocal area
- ...transform the finance industry together. Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect...
- ...Merrill Advisor Development Program - Financial Advisor: Greater Seattle Market Bellevue, Washington;Seattle, Washington; Tacoma, Washington; Everett... ...resources, time horizon, risk profile, and preferences as well as servicing client accounts Documents all client...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$68.64k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with...Work at officeLocal area$20.67 - $31.25 per hour
...Washington 98036-6708 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...Hourly payWork experience placementFlexible hoursDay shift- ...Job Title Patient Financial Counselor Job Description Patient Financial Counselors are part of a team who has direct interaction... ...uniquely designed to support you and your family in staying well, growing professionally and achieving financial security. We take...Work at officeLocal area
$21.5 - $22 per hour
The Bank Teller is responsible for providing efficient, accurate, and courteous service while assisting customers with their banking needs. Reporting directly to the Operations Manager or Branch Manager, the Teller ensures the smooth processing of daily transactions, compliance...Hourly payFull timeLocal areaNight shift$22.33 per hour
.... Job Summary Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support... ...tools such as Excel, Word, Teams, PowerBI and Outlook. Well-developed smart phone and digital channel skills. Must have...Full timeWork at office$20 - $22 per hour
...Continuously deepens knowledge of Columbia Bank’s product and service offerings, stays current on changes, discusses and uncovers customers’ financial needs, and identifies and offers appropriate products and services. Supports referral goals for the branch by focusing on and...Hourly payNight shift- Patient Financial Counselors are part of a team who has direct interaction with patients and their families either on the phone or in person... ...uniquely designed to support you and your family in staying well, growing professionally and achieving financial security. We...Work at office
$21 - $25 per hour
...Financial Aid Advisor Kenmore Campus, Washington - Kenmore, WA Overview Salary Range $21.00 - $25.00 Hourly Position Type Temporary... ...is dedicated to the welfare of our students and patients as well as to promoting equal opportunity and access in education and...Hourly payTemporary workLocal areaShift work3 days per week$25 - $27.88 per hour
...educate and assist with transactions. Accurately process cash transactions. Conduct deep conversations with clients to understand financial priorities and connect them to solutions. Execute the bank’s risk culture and operational excellence. Build relationships with clients...Hourly payShift workWeekend workDay shift- ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to...Immediate startAfternoon shift
$44.3k
...driven by relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real estate... ...Life, and Paid Parental Leave benefits, as well as the opportunity for a performance based bonus...Temporary work$115k - $190k
...for their employees and customers, they can engage in a process of discovery to determine their banking needs, provide innovative financial solutions, and, using the power of teamwork, build lasting relationships. Responsibilities: Maintain relationships with clients to...$150k - $300k
DESCRIPTION: Generations Home Loans is seeking Home Loan Consultants who are passionate about helping buyers make confident financing decisions while building strong, referral-based relationships in the real estate community. This is a consultative, purchase-focused...Local area- ...is on a designated travel team branch. Overview As a bank teller, you will provide exceptional customer service, handle routine financial transactions, and support branch sales initiatives. Responsibilities Build and maintain strong relationships and provide exceptional...Full timePart timeWork at officeMonday to FridayFlexible hoursShift work
$29 per hour
...solving ability, with sound prioritization The composure to perform well in a high-paced, sometimes stressful environment Physical... ...rate for all hours worked on the holiday. Our commitment to your financial future is reflected in our generous 401k program. We provide...Hourly pay
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