Financial Wellness Advisor
Key Bank
KeyBank in Toledo, Ohio is seeking a client-focused Financial Wellness Advisor to help individuals and business clients move forward in their financial journey. The role splits time between servicing clients and processing transactions, with about 70% focused on conversations to uncover needs and provide guidance, and 30% on proactive outreach via calls and in-person meetings. In a hybrid branch setting, you will collaborate with branch leadership and teammates to prioritize high-impact #J-18808-Ljbffr
$16 per hour
Green Thumb Industries is seeking a Personal Care Specialist in Toledo, Ohio. This role involves engaging with patients in a retail environment, educating them on cannabis products, and ensuring compliance with regulations. The ideal candidate will have strong customer...Suggested$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to... ...the firm and regulatory authorities, as well as required training to maintain registrations...SuggestedWork at officeWork from homeHome officeFlexible hours- ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training... ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan...SuggestedImmediate start
- ...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...SuggestedWork at officeFlexible hours
- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve... ..., and access to the latest industry resources, you'll be well‑equipped to succeed in your new role. Our goal is to see you succeed...SuggestedLocal area
- ...Stautzenberger College is hiring a campus-based Financial Aid Advisor in Maumee, OH to guide students and families through the financial aid process. Responsibilities Advise prospective, new, and current students, and their families or support system throughout the financial...
- ...Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue... ..., dependable, self-disciplined, organized and be able to work well as a team member. Essential Job Competencies/Primary Duties:...Full timeWork at office
- ...Financial AdvisorHantz Group is a Michigan-based financial company that works with individuals... ...starting your career or an experienced advisor, Hantz Group offers ongoing support for you... ...be Highly MotivatedAbility to Work Well Under Pressure with Multiple Priorities and...Work at officeFlexible hours
$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 3031 Collingwood Boulevard - Toledo, Ohio 43610 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction...Hourly payWork experience placementWork at officeDay shift$17 - $19 per hour
...OneMainFinancial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912,we'velooked beyond credit scores to help people get the money they need today and...Work experience placementLocal areaMonday to Friday$20.67 - $31.25 per hour
...Toledo, Ohio 43623 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...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- ...by Corporate!Successful candidate attributes: Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Maintains a database of past clients for marketing purposes. History of closing at least 3-5 units per month.Loan officer...Remote work
$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet... ...leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds...Hourly payPart timeLocal areaFlexible hoursAfternoon shift$18 - $23.08 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...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 payPart timeWork experience placementFlexible hoursShift workDay shift- ...region and focuses on helping all community members achieve their financial goals. We partner with our community to understand financial... ...- an empowered group of individuals dedicated to the financial well-being of their customers. Equal Opportunity and Affirmative...Full timeTemporary workWork at officeLocal areaMonday to FridayNight shift
$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet... ...leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds...Hourly payPart timeLocal areaFlexible hours$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 payFull timeWork experience placementShift workDay shift$21 per hour
...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet... ...leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds...Hourly payLocal areaFlexible hoursAfternoon shift$159.43k
...referred to as "CDM Smith") reserves the right to require background checks including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, CDM Smith may conduct drug testing for designated...For contractorsWork experience placementH1bImmediate start- ...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...Part timeDay shift
$19 per hour
Job Coach A Job Coach works with individuals with disabilities at their job site to help them learn the skills necessary to become independent at their job. Benefits ~$19.00 per hour ~ Additional $2/hr for shift differential when applicable ~ Medical insurance...Hourly payShift work$20.67 - $31.25 per hour
..., Ohio 43614 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...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$18.75 - $25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and...Hourly payFull timeWork experience placementFlexible hoursShift workDay shift$100.76k
Purpose:The Senior Financial Analyst supports the Automotive Glass Replacement (AGR) business by providing financial analysis, reporting... ...performance analysis.Complete Internal Control assignments as well as any assigned External Audit Data requests.Ensure proper internal...Full time- ...environmental documents as determined · Orders updated customer financial statements as needed · Acts as liaison with various... ...banking laws, bank products, services, policies, and procedures, as well as cost accounting, financial and statistical analysis, principles...Contract workWork at office
- Description Why Join Unison Health? Unison Health provides a mission-driven work environment focused on staff support, professional growth, and work-life balance. We are committed to helping our employees thrive while making a lasting difference in the lives of children...Flexible hoursWeekend workAfternoon shiftEarly shift
- Job Description Job Description About Team Recovery: Team Recovery is an addiction treatment center dedicated to supporting individuals affected by substance use and mental health disorders. We offer a full continuum of care, including inpatient detox, residential...Weekend work
- Required Degree High school Manage Others No Contact information Name HR Position Purpose: The Group Facilitator role supports individuals in their journey towards addressing mental health and recovery from substance abuse and addiction. This role is responsible for leading...
$40k - $55k
...closely with licensed counselors and other healthcare professionals. Your efforts will contribute directly to our clients' success and well-being. About Us: Attain Behavioral Health is a leading mental health and wellness provider dedicated to improving the lives of...Full time$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. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hours
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