Financial Wellness Advisor — Personal Banking
$20.67 - $31.25 per hourKeyBank
KeyBank in White Plains, NY seeks a Personal Banker to engage with clients and support their financial wellness through tailored banking solutions. This role emphasizes developing client relationships and achieving sales goals while providing excellent customer service. Ideal candidates should have strong communication skills and at least one year of relevant experience. The position offers competitive compensation with a base pay range of $20.67 to $31.25 per hour, based on skills and experience. #J-18808-Ljbffr KeyBank
- Program Overview The Advisor Development Program is designed for individuals... ...their passion of becoming a Financial Advisor. Role Summary As a... ...compliance, and personal growth and development according... ...Build a successful career at Bank of America through world‑class...PersonalLocal areaImmediate startShift workDay shift
$24.25 - $32.5 per hour
...details for this role. Line Of Business Personal & Commercial Banking Job Description The Retail Banker I... ...TD’s Brand promise by utilizing financial expertise and consultative advice to... ...Considers the impact of decisions on the well-being of TD, its Customers and stakeholders...PersonalWork at officeLocal areaWork from homeFlexible hours$20.67 - $31.25 per hour
...Personal Banker Location: 270 Martine Avenue - White Plains,... ...Be a problem solver, trusted advisor, and partner to the people and... ...to assist in client's financial wellness both in person and through proactive... ...making them feel that no bank will fight harder for them....PersonalHourly payWork experience placementDay shift$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you... ...confidence in their financial wellness by assessing their... ...Services, Private Bank, Mortgage or Business... ...can have on their day, personally, professionally, and financially...PersonalHourly payWork experience placementDay shift$120k
...Fairfield) Full-Time | In-Person to Hybrid Flex Overview... ...a successful career. You’re well-compensated, respected, and likely... ...This Career Looks Like As a Financial Advisor, you will establish yourself... ...: Consulting, finance, or banking Corporate leadership or...PersonalFull timeTemporary workWork at officeLocal areaRemote workFlexible hours$25.5 - $36 per hour
...delivering TD's brand promise by utilizing financial expertise and consultative advice in advising customers regarding personal banking solutions/needs. This role contributes to the... ...Considers the impact of decisions on the well-being of TD, its customers and stakeholders...PersonalWork at office- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...the life they envision through a personal relationship with their advisory team... ...investment insights of Merrill coupled with the banking convenience of Bank of America....PersonalTraineeshipWork at officeImmediate startShift workDay shift
- ...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...they envision through a personal relationship with their advisory... ...of Merrill coupled with the banking convenience of Bank of... ...profile, and preferences as well as servicing client accounts...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
- ...maximum profitability to the Bank with a minimum of risk. ESSENTIAL... ...and collects and analyzes financial data to determine the general... ...established loan production goals as well as deposit and fee income... ...loan documentation # Strong personal computer skills # Strong...PersonalWork experience placementWork at officeLocal area
$200k
...which have significant financial implications. Serve as a trusted advisor to clients who frequently... ...connections to the Citi Private Bank. Effectively manage... ...place team goals above personal achievement.... ...disability insurance; and wellness programs. Citi also offers...PersonalFull time$112k - $210k
...YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and... ...acting as the primary client advisor developing and... ...in their existing book as well as collaborating with internal...PersonalFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...branch operational activities and financial services; handles all teller... ...services; cross-selling the Bank's products and services; opening... ...ethical judgement regarding personal behavior, conduct and business... ...Must be a team player and work well with co-workers and management...PersonalBank staffWork at officeNight shift
- ...SUMMARY: A Corporate Banking Relationship Manager is responsible for originating commercial... ...applicants, and collects and analyzes financial and related data to determine the... ...collateral, review of interim financial reports, personal interview, and other means. Presents...PersonalInterim roleLocal area
$58k - $115k
...specialist. In this role, you will provide unparalleled support to Financial Advisors and Private Bankers with in-depth knowledge of SBL products... ...possess a BA/BS degree and at least 2 years of relevant banking/finance experience. Expected pay ranges from $58,000 to $115...- ...to develop proficiency of basic consumer banking transactions, account servicing, and... ...skills Detail‑oriented Ability to use a personal computer and job‑related software MS Word... ...history of success. As a leading diversified financial services company, F.N.B. Corporation (...PersonalPart timeWork at office
- ...problem solver, trusted advisor, and partner to the... ...businesses in our Key Bank communities. The Private... ...-based approach to financial advice. As a PCB, you... ...confidence in their financial wellness by assessing their... ...have on their day, personally, professionally, and financially...PersonalTemporary workDay shift
- ...Governance About the Company Top-tier global investment bank Industry Financial Services Type Public Company Founded... ...Banking Brokerage Economics Finance IPOs Personal Finance Publicly Traded Business Wall Street...Personal
$61.28k - $85.52k
...The Personal Banker SAFE Act is an entry level position responsible... ..., and present product offers/financial solutions Understand and comply... ...experience ~ Previous banking, retail, or sales experience... ...and disability insurance; and wellness programs. Citi also offers paid...PersonalFull time$112k - $210k
...Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment... ...as the primary client advisor developing and... ...in their existing book as well as collaborating with internal...PersonalWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...growth opportunities. This role focuses on securing families’ financial well-being through virtual consultations and consistent client... ...industry-leading tools. This position allows you to balance personal and professional life seamlessly while advancing your career....PersonalRemote jobWeekly payFlexible hours
$53.04k - $74.88k
...for this role. Line of Business: Personal & Commercial Banking Job Description: The Retail... ...delivering TD’s Brand promise by utilizing financial expertise and consultative advice in... ...the impact of decisions on the well-being of TD, its Customers and stakeholders...PersonalFull timeWork at officeLocal areaWork from homeFlexible hours$65k - $80k
...Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to Friday$85k - $140k
...an industry-leading digital banking and cash management platform... ...capabilities to manage their wealth and personal finances in one central... ...Stanley is a leading global financial services firm providing a... ...and deliver efficiencies for Advisors, Clients, and Institutions. WM...PersonalTemporary workWork at officeWorldwide$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 1 North Main Street - Port Chester, New York 10573 Job Summary... ...the people and businesses in our Key Bank communities. FWA's split their time... ...client's financial wellness, both in person and through proactive calling efforts...Hourly payWork experience placementWork at officeDay shift- ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New York; Kingston... ...18 years of age. Acknowledge ( Bank of America employees are required to meet... ...’ physical, emotional, and financial wellness, recognizing and rewarding performance...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$67k - $105.88k
...At First County Bank, You + We =Team . YOU – Bring your... ...to become a Trusted Advisor to your clients. TEAM –... ...for commercial loans, as well as maintaining credit files, analyzing financial statements, communicating... ...investigating business and personal credit history, industry...PersonalMonday to Friday- ...utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... ...proactively meet with them, both in person and over the phone, to build... ...clients about banking solutions, as well as collaborate with and connect them...Afternoon shift
$23 - $29.5 per hour
...TD Bank is hiring a Teller I for their White Plains location. This part-time role focuses on providing exceptional customer service while accurately processing banking transactions. The ideal candidate should have strong communication skills and a high school diploma...Hourly payPart time$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Mount Vernon, NY. The role involves obtaining licenses and building relationships with clients... ...ranges from $28.85 to $33.65, with benefits that support overall well-being. #J-18808-Ljbffr Bank of AmericaHourly pay$65k - $80k
...and customized solutions to clients to help them achieve their financial goals. Key Responsibilities Works with clients to plan their short... ..., including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Recommends banking and investment...Temporary workMonday to FridayShift workDay shift
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