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

Financial Wellness Advisor

Keybank, National Association

KeyBank in Central Point, Oregon is seeking a Personal Banker to support clients in their financial wellness journey. You will engage with clients, provide tailored solutions, and build long-lasting relationships. The ideal candidate has a strong sales background and a passion for helping clients meet their financial goals. Flexibility to work Saturdays and a focus on client service are essential in this role. #J-18808-Ljbffr KeyBank

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor in Central Point, OR vacancy
  •  ...collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward...  ...12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower... 
    Suggested
    Full time
    Local area
    Immediate start

    Columbia Bank (WA, OR & ID)

    Medford, OR
    3 days ago
  •  ...Health and Wellness Coach Full-Time | Non-Exempt La Clinica Center for Learning and Innovation Bilingual in Spanish and English required. We're committed to compassionate care for all. Our patients. Our employees. You. At La Clinica, we love our... 
    Suggested
    Full time

    La Clinica Health Centers

    Medford, OR
    1 day ago
  •  ...candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect. Provide secured financing solutions in support of working capital... 
    Suggested
    Local area

    MRINetwork

    Medford, 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... 
    Suggested
    Minimum wage
    Work at office
    Local area
    Monday to Friday

    Guild Mortgage

    Medford, OR
    3 days ago
  •  ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our...  ...with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Medford, OR
    4 days ago
  •  ...Personal BankerWant to help strengthen your community's financial health? Looking for an employer that will inspire you and support your...  ...Microsoft Office tools such as Excel, Word, Teams, PowerBI and Outlook.Well-developed smart phone and digital channel skills.Must have... 
    Work at office

    WaFd Bank

    Medford, OR
    4 days ago
  • $20.67 - $31.25 per hour

     ...Oregon 97502 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 pay
    Full time
    Work experience placement
    Flexible hours
    Day shift

    Key Bank

    Central Point, OR
    20 hours ago
  •  ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our...  ...with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Medford, OR
    4 days ago
  • $18 - $22 per hour

     ...Deepening knowledge of Columbia Bank's product and service offerings and staying current on changes.Discussing and uncovering customer's financial needs to identify and offer appropriate products and services.Supporting referral goals for branch by focusing and identifying and... 

    Columbia Bank (WA, OR & ID)

    Medford, OR
    2 days ago
  • $18 - $22 per hour

     ...Continuously deepens knowledge of Columbia Bank's product and service offerings and stays current on changes.Discuss and uncover customer’s financial needs to identify and offer appropriate products and services.Supports referral goals for branch by focusing and identifying and... 
    Night shift

    Columbia Banking System

    Medford, OR
    4 days ago
  •  ...curriculum and best practices Facilitate groups across age groups and cohorts, including Integrative curriculum, Support Staffing and Wellness Hour as needed  Foster client engagement and group cohesion, encouraging client participation and fostering camera-on culture... 
    Full time
    Part time
    For contractors
    Local area
    Remote work
    Work from home

    Charlie Health

    Medford, OR
    20 days ago
  •  ...and case management.Complete any correspondence with MHD, VRD, Social Security or other service provider. Submit and document any financial and performance reports as reports as required Employment Director and funding agencies.Implement the training strategies for the... 

    Living Opportunities

    Medford, OR
    2 hours ago
  •  ...Rogue Credit Union is a member-owned, not-for-profit financial cooperative headquartered in the Rogue Valley located in beautiful southern Oregon. Providing services to our members in select Oregon, Idaho and California counties. We strive to make an impact in the communities... 
    Local area
    Immediate start
    Flexible hours

    Rogue Credit Union

    Medford, OR
    4 days ago
  • $18 - $22 per hour

     ...deepens knowledge of Columbia Bank's product and service offerings and stays current on changes. Discuss and uncover customer's financial needs to identify and offer appropriate products and services. Supports referral goals for branch by focusing and identifying... 
    Night shift

    Columbia Bank

    Central Point, OR
    1 day ago
  •  ...in compliance with organizational guidelines and policies, as well as all applicable laws. SUPERVISION RECEIVED AND EXERCISED...  ...calculation capabilities; manual dexterity to manipulate papers, files, financial records, keyboard, 10-key, mouse, and telephone. This position... 
    Hourly pay
    Contract work
    Temporary work
    Local area
    Long distance
    Night shift
    Weekend work
    Afternoon shift

    Hearts With A Mission

    Medford, OR
    17 days ago
  • Job Description Job Description Join Our Team at True North Group Position: Experienced Outside Sales Trainer Number of Openings: 1 Territory Representative Position Available   The Role   At True North Group, we believe great leaders don't just close...
    Weekly pay

    True North Group LLC.

    Medford, OR
    12 days ago
  •  ...volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers...  ...access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond... 
    Full time
    Traineeship
    Local area
    Monday to Friday

    OneMain Financial

    Medford, OR
    20 hours ago
  •  ...profit leader in senior living and healthcare, dedicated to empowering people to lead meaningful lives as they age. We are seeking a Financial Analyst II to serve as a lead financial resource supporting PRS, its affiliated organizations, and managed communities. This role... 

    PRS Management, Inc.

    Medford, OR
    2 days ago
  • $84.2k - $113.9k

     ...Strategic Financial Analyst Hybrid role (3 days/week in office) at our Portland, Medford, Fargo, Burlington, Vancouver, Renton, Boise...  ...Demonstrated knowledge of business principles, theories, and concepts, as well as knowledge in multiple business areas (e.g. operations, HR,... 
    Work at office
    Immediate start
    Work from home
    Flexible hours
    3 days per week

    Cambia Health Solutions

    Medford, OR
    3 days ago
  • $101.2k - $136.9k

     ...Senior Strategic Financial Analyst Hybrid role (3 days/week in office) at our Portland, Medford, Fargo, Burlington, Vancouver, Spokane...  ...too. Our compensation package includes competitive base pay as well as a market-leading 401(k) with a significant company match,... 
    Work at office
    Immediate start
    Work from home
    Flexible hours
    3 days per week

    Cambia Health Solutions

    Medford, OR
    3 days ago
  • Charlie Health is looking for a dedicated Mental Health Group Specialist in Oregon for a full-time, remote role. The specialist will facilitate psychoeducational group sessions for clients facing behavioral challenges and engage with a professional therapy team. Candidates...
    Remote job
    Full time
    Work from home

    Charlie Health

    Medford, OR
    3 days ago
  • $20.25 - $24.75 per hour

     ...Bank At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition... 
    Temporary work

    U.S. Bancorp

    Medford, OR
    2 days ago
  • $84.2k - $113.9k

    Strategic Financial Analyst Hybrid role (3 days/week in office) at one of our Portland, Medford, Fargo, Burlington, Vancouver, Renton, Boise...  ...knowledge of business principles, theories, and concepts, as well as knowledge in multiple business areas (e.g. operations, HR,... 
    Work at office
    Immediate start
    Work from home
    Flexible hours
    3 days per week

    Cambia Health Solutions

    Medford, OR
    20 hours ago
  • Job Description Job Description Outside Sales Representative & Trainer  About Us: At Divinity Group , we empower ambitious professionals to achieve more. We deliver innovative supplemental insurance solutions while celebrating high performers. This is a role for...

    Divinity Group LLC

    Central Point, OR
    20 days ago
  • $75k - $95k

    Job Description Job Description Outside Sales Representative & Trainer Mission First. Standards Matter. Leadership Earned. Divinity Group provides supplemental insurance solutions that help businesses protect their people. We are seeking a Sales Representative &...
    Full time
    For contractors
    Local area
    Remote work

    Divinity Group LLC

    Central Point, OR
    18 days ago
  • $85k - $95k

    Job Description Job Description Outside Sales Representative and Trainer – Lead, Sell, and Empower Others Position Overview Devine Business Group is seeking an ambitious, driven, and people-focused Sales Representative & Trainer to join our team. In this direct...
    Weekly pay
    For contractors
    Work experience placement
    Local area
    Monday to Friday
    Weekend work

    Devine Business Group

    Medford, OR
    11 days ago
  • Rogue Credit Union is hiring for a Teller/Member Service Representative role in Oregon. The position handles deposits, withdrawals, and account openings while promoting products to meet member needs. It combines cash handling with member-focused sales in a friendly, community...

    Rogue Credit Union

    Eagle Point, OR
    3 days ago
  • A local housing authority in Medford, OR, is seeking a Portfolio Manager I to oversee multiple properties. The ideal candidate will have over 2 years of property management experience in affordable housing, specifically with LIHTC and HOME programs. Responsibilities include...
    Local area

    A Hiring Company

    Medford, OR
    4 days ago
  • $25 - $45 per hour

    Personal TrainerEagle Point, ORAre you a dedicated and motivated personal trainer looking to make a significant impact on individuals' lives? We are actively seeking exceptional trainers to join our team and deliver personalized fitness experiences in the comfort of our...
    Hourly pay
    Flexible hours

    Svetness Corp.

    Eagle Point, OR
    1 hour ago
  • $80k - $110k

     ...Job Description Job Description   B2B Sales Representative & Trainer About Us: At R.I.S.E. Financial , we are driven by integrity, service , and an unwavering commitment to relentless growth . We believe in empowering individuals and families through... 
    Weekly pay
    Full time
    Monday to Friday
    Weekend work

    R.I.S.E. Financial

    Medford, OR
    14 days ago

Do you want to receive more vacancies?

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