Financial Wellness Advisor - Personal Banking
Key Bank
KeyBank is seeking a Personal Banker in New Haven, Connecticut, to engage clients and provide solutions for their financial wellness. Your role will involve building strong relationships and opening accounts while collaborating with branch teammates to achieve sales goals. With a focus on providing excellent client service, you will work towards attracting new clients and deepening relationships with existing ones, ensuring compliance with all banking procedures. A High School Diploma is required, with a Bachelor's preferred. #J-18808-Ljbffr
$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...in our KeyBank communities. Personal Bankers engage clients in deeper... ...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- ...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...PersonalDay shift
- ...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...PersonalFlexible hoursDay shift
$18.41 - $23.03 per hour
...Provident Bank is looking for a Personal Banker based in Milford, Connecticut. In this role, you will establish and maintain customer relationships, perform financial transactions, and meet sales targets across various banking products. The position requires a high school...PersonalHourly pay$18.41 - $23.03 per hour
...As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and... ...understand, identify and satisfy their financial needs and to provide a positive... ..., generating sales and referrals as well as managing and balancing cash drawers...PersonalFull timeWork at officeLocal areaFlexible hours- ...to build a career as holistic financial planners, individuals... ...sharing meaningful momentsboth personal and professionalcan transform... ...focuses on helping members and advisors create meaningful impact through... ...Teller Supervisor at a local bank, where he oversaw branch operations...PersonalLocal areaWork from homeFlexible hours
$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$18.5 - $23 per hour
...families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting... ...leads, and provide quality customer service as well as develop and maintain a strong partnership with...Hourly payFlexible hoursWeekend work- ...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 Responsible... ...teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits...Temporary workWork at officeFlexible hoursShift workDay shift
$60k
...experience in changing people’s lives, personally, professionally, and financially. WE ARE NORTHWESTERN MUTUAL ~... ...MUTUAL Our Financial Advisors help clients reach their goals by... ...business development, hospitality, banking, sales, marketing, management, educators...Full timeWork at officeRemote work- A dynamic agency for financial services is seeking motivated individuals for a role focused on virtual client consultations. This position... ...industry-leading tools. Join us to enhance your career while making a difference in families' financial well-being. #J-18808-LjbffrWeekly payRemote work
$22.61 - $37.67 per hour
...Identifies customers' needs through the bank’s retail sales process to provide proactive... ...to needs to based discussion on financial goals Identify financial needs of customers... ...product, and system changes/enhancements, as well as demonstrate good risk management decisions...Hourly payFull timeLocal area$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a... ...providing a great client experience Build personalized, holistic financial plans tailored to... ...Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee...Full timeContract workFor contractorsWork at office- ...Travel Job Category : Branch Banking Requisition Number : CLIEN012... ...meet the current and future financial needs of bank customers. We support you so you can exceed personal sales and service goals while... ...is: To enhance the financial wellness of the diverse communities we...PersonalFull timeFlexible hours
$23.88 per hour
...Financial Analyst Location: Orange, CT Onsite Flexibility: Onsite Contract Details... ...Fund Important Notes ~ In-person interviews are preferred; the manager has... ...support Fortune 500 organizations across banking, financial services, technology, life...Contract workWork at officeImmediate startRemote workWork visaMonday to FridayShift work$24 - $30 per hour
...Webster Banking Center Manager If you're looking for a meaningful career, you'll find... ...businesses and our colleagues achieve their financial goals. As a leading commercial bank, we... ...compliance with Federal and State laws as well as bank policies and procedures. Meet/exceed...Flexible hoursWeekend work- ...M&T Bank is looking for a Customer Service Representative in Milford, Connecticut to enhance the branch customer experience. Responsibilities include providing exceptional service, balancing financial transactions accurately, and resolving customer issues promptly. The...
$125k - $175k
...Business Development Financial Advisor CAPTRUST is seeking a dynamic Business Development Financial... ...salary is offered for this role as well as excellent career growth potential... ...surrounding you with opportunities for personal growth. Our Employee Benefits Package...PersonalTemporary workWork at officeLocal areaImmediate startFlexible hours$115k - $145k
...responsibilities such as: Developing financial and economic models; Analyzing large datasets... ...used in your day-to-day casework, as well as soft skills that will help you... ...cover topics in a broad range of industries, banking, securities, fintech, private equity, insurance...Full timeWork experience placementLocal area$22 - $27.75 per hour
...details for this role. Line Of Business Personal & Commercial Banking Job Description The Banking Associate... ...to help Customers achieve their financial goals. Depth & Scope Performs a wide... ...Considers the impact of decisions on the well‑being of TD, its customers and...PersonalWork at officeLocal areaFlexible hoursAfternoon shift$22 per hour
...Wellness Coach Requisition ID: 1768 New Haven, CT $22/hour Schedule: ~ Part-Time: Monday-Friday, 10:00 AM - 6... ...transportation to off-campus wellness activities and events (may require personal vehicle use) Lead workshops such as healthy cooking, meal...PersonalHourly payFull timePart timeMonday to Friday$4,001 - $6,300 per week
...About this role We are hiring Remote Financial Sales Consultants. In this role, you will... ...and passive override income Who does well in this role You do not need a background... ...: Real estate, mortgage, or banking Retail, hospitality, or customer service...Weekly payFull timePart timeRemote workWork from homeFlexible hours- ...Hours Who We are: At Ion Bank, we pride ourselves on... ...to identify and achieve their financial goals. We are passionate about... ...its employees with a goal of personal expansion. Not only does Ion prioritize... ...banking regulations as well as Bank policies and procedures...PersonalHourly payPart time
- ...for this role.Line of Business:Personal & Commercial BankingJob... ...experiences while processing everyday banking transactions with accuracy... ...conversations; offering financial & digital solutions, and/or referring... ..., physical and mental well-being goals. Total Rewards at...PersonalWork at officeLocal areaWork from homeFlexible hoursNight shiftAfternoon shift
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern... ...our culture to ensure that you experience personal and professional growth in this program.... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite...PersonalFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Edward Jones is a Fortune 500 financial services firm. We recruit Full‑time Financial Advisors who build and manage client relationships... ...to accelerate trust and create personalized, comprehensive strategies to... ...(FINRA and SEC), as well as required CE training to keep...PersonalFull timeTraineeshipWork at officeLocal areaHome officeFlexible hours
- ...Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have... ...engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand....PersonalWork at office
$45k - $100k
...professional crossroads, a career as a financial advisor may be the right change for you. Financial... ...that you need to balance your personal and professional lives - the best of both... ...regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses...PersonalTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$85k - $145k
...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...amplify and simplify their financial lives by integrating... ...Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered... ...your health and financial well-being Base Pay Range...PersonalTemporary workWork at officeLocal areaMonday to FridayFlexible hours$19 - $28.84 per hour
...M&T Bank is seeking a Customer Service Representative in Woodbridge, Connecticut. This role involves providing exceptional service to branch customers, processing financial transactions, and engaging in lobby management. Ideal candidates have a high school diploma and...Hourly pay
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