Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Wellness Advisor

Key Bank

KeyBank is looking for a Personal Banker in Happy Valley, Oregon, to engage clients in meaningful conversations about their financial wellness. The role emphasizes relationship building and enhancing client trust by providing tailored financial solutions. Key responsibilities include opening accounts, providing financial recommendations, and ensuring compliance with banking policies. A strong emphasis is placed on teamwork, effective communication, and achieving sales goals while fostering a client-first approach. #J-18808-Ljbffr

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor in Happy Valley, OR vacancy
  • AO Garcia Agency in Gresham, Oregon, is looking for a passionate individual for a flexible role focused on securing families’ financial well-being. Responsibilities include conducting virtual consultations, assessing client needs, and cultivating relationships. Candidates... 
    Suggested
    Remote job
    Weekly pay
    Work from home
    Flexible hours

    AO Garcia Agency

    Gresham, OR
    4 days ago
  •  ...professional life seamlessly while advancing your career. In this role, you will assume a vital position in securing families' financial well-being. Typical day-to-day tasks include: Conducting virtual consultations with clients. Assessing clients' needs and imparting... 
    Suggested
    Remote job
    Weekly pay
    Work from home
    Flexible hours

    AOGarcia

    Gresham, OR
    2 days ago
  •  ...Required Skills: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has two years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the... 
    Suggested
    Immediate start

    MRINetwork

    Clackamas, OR
    18 hours ago
  •  ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Portland, Oregon; Oregon City, Oregon...  ...our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Clackamas, OR
    3 days ago
  • $90k - $110k

     ...seek to perfect our craft of personalized financial planning with our team-based Roundtable...  ...in Oregon is looking for a Financial Advisor working as part of an advisory team to...  ...make life and work meaningful: health and wellness, financial well-being, professional development... 
    Suggested
    Full time
    Temporary work
    Work at office
    Flexible hours

    Wealth Enhancement Group

    Clackamas, OR
    3 days ago
  • $15 per hour

     ...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every...  ...to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of... 
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America

    Portland, OR
    18 hours ago
  •  ...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial lives better through the...  ...benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Portland, OR
    3 days ago
  •  ...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... 

    WealthBridge Financial Group

    Gresham, OR
    10 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Portland, OR
    3 days ago
  • $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... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Portland, OR
    4 days ago
  •  ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection....  ...supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    West Linn, OR
    2 days ago
  •  ...Merrill Advisor Development Program - Financial Advisor: Oregon & SW Washington Market Portland, Oregon;Eugene, Oregon; Anchorage, Alaska; Vancouver...  ...resources, time horizon, risk profile, and preferences as well as servicing client accounts Documents all client... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Portland, OR
    7 days ago
  • The Health and Wellbeing Coach provides personalised support to individuals to empower them take control of their own health and wellbeing with a focus on lifestyle behaviour change, inclusive but not limited to the core areas of: Healthy Eating and Nutrition ...
    Contract work
    For subcontractor
    Work at office
    Local area
    Remote work
    Flexible hours
    Day shift
    Afternoon shift

    MAXIMUS

    Happy Valley, OR
    3 days ago
  •  ...Management & Deposit Sales Officer Immediate opening for a cash management & deposit sales officer with a very successful regional financial institution. Responsibilities: Generates new cash management and deposit business for the bank by following up on sales... 
    Immediate start

    MRINetwork

    Clackamas, OR
    18 hours ago
  • $80k - $130k

     ...Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor -... 
    Work at office
    Work from home

    Fisher Investments

    Gresham, OR
    2 days ago
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with...  ...and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities... 

    WealthBridge Financial Group

    Oak Grove, OR
    2 days ago
  • $20.67 - $31.25 per hour

     ...Clackamas, Oregon 97015 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 part... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Happy Valley, OR
    4 days ago
  • A leading financial services firm is seeking Financial Advisors to help clients through personalized financial planning. This role involves building a client base, presenting financial solutions, and taking ownership of your business. Candidates should have a strong sales... 

    Bankers Life

    Portland, OR
    2 days ago
  •  ...Conduct one-on-one consultations with clients to understand their financial goals and assess their eligibility for mortgage loans. ~...  ...numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental Office environment... 
    Minimum wage
    Work at office
    Local area
    Monday to Friday

    Guild Mortgage

    Clackamas, OR
    5 days ago
  • Launch Your Career with Purpose at Northwestern Mutual At Northwestern Mutual Financial Advisors strive to understand their clients' goals and visions to uncover financial solutions that put them on a path to achieve their financial objectives. As you build your financial... 
    Full time
    Internship
    Work at office

    Northwestern Mutual

    Portland, OR
    1 day ago
  • Overview 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. Responsibilities... 
    Work at office
    Flexible hours

    Bankers Life

    Portland, OR
    2 days ago
  • $61k - $200k

    Join Northwestern Mutual in Portland, OR as a Financial Advisor. You'll help clients achieve their financial goals through personalized planning, while benefiting from award-winning training, entrepreneurial opportunities, and a performance-based compensation structure.... 
    Flexible hours

    UNAVAILABLE

    Portland, OR
    2 days ago
  • $23 - $25 per hour

    Financial Aid Advisor Are you passionate about helping students navigate their financial future and making a tangible impact on their educational journey? As a Financial Aid Advisor , you’ll be the friendly guide that students and their families rely on to make sense of... 
    Hourly pay
    Immediate start
    Flexible hours

    Concorde Career Colleges

    Portland, OR
    2 days ago
  • $150k

    Experienced Financial Advisor Independence & Growth Opportunity Are you a successful financial advisor who feels underpaid, constrained, or inefficient at your current firm? Cross Financial is seeking experienced wealth advisors with an established, transferable book of... 
    Traineeship

    Current

    Portland, OR
    2 days ago
  • Northwestern Mutual in Portland, Oregon is seeking a full-time Financial Advisor dedicated to helping clients achieve their financial goals. This role involves developing comprehensive financial plans that encompass retirement and investment solutions, while fostering satisfying... 
    Full time

    Northwestern Mutual

    Portland, OR
    1 day ago
  • $29.39 - $44.09 per hour

     ...differential for those employees who can support our members' financial needs effectively in a second language; subject to verification...  ...speaking to member groups on the general subject of financial well-being. Determines the extent of present coverage or investments... 
    Hourly pay
    16 hours
    Full time
    Immediate start
    Remote work

    TwinStar Credit Union

    Portland, OR
    1 day ago
  • $80k - $200k

    A financial services company in Portland seeks ambitious professionals to become Financial Advisors. This is a full-time, in-person position offering a unique opportunity to launch your career with strong mentorship and uncapped income potential reaching between $80,000... 
    Full time

    Northwestern Mutual

    Portland, OR
    2 days ago
  • Raymond James Financial Services, Inc. Financial Advisor OnPoint Community Credit Union is partnered with Raymond James Financial Services, Inc., one of the leading broker/dealers in the country. Together we have a commitment to provide an exceptional client experience... 
    Temporary work
    Local area

    OnPoint

    Portland, OR
    2 days ago
  • $125k

    Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA), providing comprehensive retirement planning services and tax-...  ...offices in California (Brea, Davis, Irvine, and Los Angeles), as well as outside California, and we are looking to expand to other... 

    Pure Financial Advisors Inc.

    Portland, OR
    6 days ago
  •  ...located in Portland, Oregon, is seeking motivated individuals for financial advisor roles. This position emphasizes building long-term client...  ...with clients to help them grow and protect their financial well-being and enjoy a fulfilling career with generous benefits and... 

    Thrivent

    Portland, OR
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Wellness Advisor. Be the first to apply!