Financial Wellness Advisor - Hybrid Banking
Keybank, National Association
KeyCorp is seeking a flexible Financial Wellness Advisor to support multiple area branches in Columbus, OH. The role blends client servicing with transaction support and proactive client engagement to promote financial wellness. As part of a hybrid team, you will collaborate with branch leadership to prioritize tasks, drive customer satisfaction, and achieve branch goals while maintaining high standards of accuracy and integrity. #J-18808-Ljbffr KeyCorp
- U.S. Bank Private Wealth Management in the Columbus area is seeking a Private Wealth Advisor to identify, close, and deepen client relationships. You will leverage expertise... ...deliver comprehensive wealth solutions in a hybrid work environment. #J-18808-Ljbffr U.S. BankSuggested
$40k - $59.01k
...Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their... ...to assist in client's financial wellness, both in person and through proactive... ...part of the branch team in a hybrid platform role, the FWA works...SuggestedHourly payFull timeWork experience placementWork at officeDay shift$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving... ...teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits...SuggestedHourly payFull timeTemporary workWork at officeFlexible hoursDay shift$126.82k - $149.2k
At U.S. Bank, we’re on a journey to do our best. Helping... ...better and smarter financial decisions and enabling... ...planning. The Private Wealth Advisor (PWA) is responsible... ...role offers a hybrid/flexible schedule, which... ...California Fair Chance Act as well as the San Francisco...SuggestedFull timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$48k - $100k
...other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a... ...equipped with the investment insights of Merrill coupled with the banking convenience of Bank of America. We value diversity and empower...SuggestedShift workDay shift- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families... ...build a comprehensive financial plan that includes: Savings/banking Investments/wealth management Training and licensing support...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$19.23 - $28.37 per hour
...Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their... ...to assist in client's financial wellness, both in person and through proactive... ...part of the branch team in a hybrid platform role, the FWA works...Hourly payWork experience placementWork at officeFlexible hoursDay shift$96k - $181k
...risk assessments, including evaluation of financial statements, payment flows, transaction... ...foster a sense of urgency in support of the Bank’s focus on client centricity.Periodic... ...Albany, NY; Cleveland, OH; Buffalo, NY; Hybrid (minimum 3 days per week in office, may be...Full timeWork at officeFlexible hoursNight shiftAfternoon shift3 days per week$75k - $90k
...Are you an early-career financial services professional who enjoys building relationships... ...recommendations into meaningful action? Highview Advisor Group, a Private Wealth Practice of... ...licenses. Some experience in banking, investments, insurance, wealth management...Private practiceWork at officeImmediate start- ...Your Future. At SmartBank, we believe that financial success starts with trusted relationships... ...James Financial Services, our Financial Advisors have access to a respected wealth... ..., and the support of a community-focused bank. This unique combination allows advisors...Temporary workWork at office
- ...Recruiter at Thrivent ● Join our Team of Talented Financial Advisors Who Engage in Meaningful Work and Thrive in... ...them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive...Full time
- Key Private Bank (KPB) at KeyBank seeks a Sr. Relationship Manager to serve high-net-worth clients, coordinating with trust, investment... ...external partners to grow and deepen client relationships in a hybrid Columbus, OH environment. A strong background in wealth...
$126.82k - $149.2k
Job Description At U.S. Bank, we’re on a journey to do our best.... ...serve to make better and smarter financial decisions and enabling the... ...planning. The Private Wealth Advisor (PWA) is responsible for identifying... ...Location The role offers a hybrid/flexible schedule, which means...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$19 per hour
...knowledge to assist others with their financial goals. Details: Start Date: 3/9/26 Pay Rate: $19/hr. Hybrid Work Schedule. Monday/Thursday... ...enhance customer, financial advisor, and agent experience Follows... ...service experience in banking, financial services, retail, sales...Weekly payWork at officeWork from homeMonday to Friday- ...Financial Advisor Services Analyst Our Sales teams help our clients build stronger portfolios... ...and today we are a leader in investment banking, consumer and small business banking,... ...health care coverage, on-site health and wellness centers, a retirement savings plan,...
- ...private equity sponsors, debt funds, and financial institutions on complex credit facilities... ...with private equity sponsors, debt funds, banks, and middle-market companies on... ...opportunities Comprehensive benefits package Hybrid work environment Opportunity to work...
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill... ..., risk profile, and preferences as well as servicing client accounts Documents...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$85k - $90k
A local community bank is looking for a Commercial Credit Analyst/Underwriter to evaluate commercial loan applications. The ideal candidate... ...managers to assist in deal structuring. This role offers a hybrid work model based in Columbus, OH, with base pay ranging from $85...Local area$85k - $90k
Overview Commercial Credit Analyst/Underwriter - Hybrid in Columbus, OH A local community bank is seeking a Commercial Credit Analyst/Underwriter to evaluate... ...real estate, equipment financing). Analyze borrower financials (tax returns, balance sheets, income statements, cash...Full timeLocal area$116k - $216k
## Key Private Bank Senior Relationship ManagerApplylocations... ...serving our clients' financial needs through expert... ...as the primary client advisor, developing and... ...their existing book as well as collaborating with internal... ...Location Category*** Hybrid (Sales)COMPENSATION AND...Work experience placementWork at officeLocal areaFlexible hoursNight shift- ...spectrum of partners to provide strategic financial advice to businesses, a role as a... ...Relationship Executive in Mid-Corporate Banking, your primary responsibility will be new... ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup...Local areaFlexible hours
- ...applied experience3+ years of experience at a financial institution or consulting firm in corporate finance, banking, treasury, data analytics, or quantitative modelingStrong... ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup...
- DescriptionSummary: The Private Bank Wealth Advisor II is the primary client relationship manager... ...acquires new business by being active and well connected in the community and with... ...hireAt least 3 years of wealth management/financial advisory/sales/relationship management...Full timeWork at officeRemote workWork from homeFlexible hours
$93k - $189k
...calls (virtual or in-person) with Relationship Management and other Bank partners. Establish positioning as secondary bank contact for... ...of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan,...Full timeWork at officeRemote workWork from homeFlexible hours- The Corporate & Investment Banking Technology - Vendor Management Team is responsible for... ...responsibilities, with ability to work independently as well as be a team playedPractical fluency with... ...(CPT). JPMorganChase, one of the oldest financial institutions, offers innovative financial...For contractorsImmediate startVisa sponsorship
- ...Associate within the Consumer and Community Banking (CCB) Finance cube platform, you are... ...considerations for cube users.Strong knowledge of financial concepts, including Forecast/Budget and... ...care coverage, on-site health and wellness centers, a retirement savings plan,...
- ...Management within the Consumer and Community Banking (CCB) organization, you will play a... ...capabilities, and skills: 5+ years working in financial services, with experience in controls,... ...care coverage, on-site health and wellness centers, a retirement savings plan, backup...
$100k
...Title: Financial Advisor Reports to: Director of Wealth Management & Financial... ...industry regulations as well as KEMBA policy and procedures... ...industry, preferably in a bank or credit union Experience... ...Eligibility Laptop: Yes Remote/Hybrid Work: Yes Cell Phone...Bi-weekly payLocal areaRemote work- ...U.S. Bank is seeking an Advance Practice Banker to develop and manage full-service relationships with Advanced Practice clients. The role requires advising clients, delivering high-level service, and ensuring compliance with banking regulations while supporting affluent...
- Huntington National Bank is seeking a Senior Financial Analyst to join our Commercial Banking Financial Planning & Analysis (FP&A) Central Team in Columbus, OH. You will support segment-level financial planning, forecasting, reporting, performance management, and strategic...
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