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

Financial Wellness Advisor

Role, Inc.

Role, Inc. is hiring Financial Customer Associates in Westlake, Ohio. This full-time position enables you to make a significant impact in customers' financial decisions. Join a dynamic team where you will assist customers with their 401k accounts and provide essential services through effective communication. We seek customer-centric individuals who thrive in a fast-paced environment. A high school diploma and at least one year of customer service experience are required. You’ll enjoy benefits and opportunities for training and career growth. #J-18808-Ljbffr Role, Inc.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor in Westlake, OH vacancy
  •  ...Westlake, Ohio is seeking a dedicated Personal Banker who will serve as a trusted advisor to clients. In this role, you will engage clients through meaningful conversations to identify their financial needs and recommend appropriate solutions. A strong focus on developing... 
    Suggested
    Hourly pay

    KeyBank

    Westlake, OH
    1 day ago
  • $18 - $23.08 per hour

     ...and assist clients with their account transactions. You will proactively identify and resolve servicing issues while promoting financial wellness. A High School Diploma and experience in client service and cash handling are required. The position offers a base hourly... 
    Suggested
    Hourly pay

    ROLE

    Lakewood, OH
    21 hours ago
  •  ...Financial Advisor Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our west territory of Ohio...  ...familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word. Fully Licensed: FINRA 7, 6... 
    Suggested

    Dollar Bank

    North Olmsted, OH
    2 days ago
  • Citizens Bank in Westlake, Ohio is seeking dedicated Citizens Bankers to enhance customer relationships by providing financial advice. You will help customers achieve personal financial goals by recommending tailored banking solutions. This role requires a high school degree... 
    Suggested

    Citizens Bank

    Westlake, OH
    1 day ago
  •  ...individuals for entry-level insurance sales roles. Ideal candidates will work closely with clients to create tailored insurance and financial solutions, backed by extensive mentorship and training programs. Enjoy unlimited income potential with uncapped commissions and... 
    Suggested
    Traineeship

    Bankers Life

    Westlake, OH
    1 day ago
  • $54.81k

     ...Westshore Campus Reports To: Campus Director, Financial Aid & Scholarships Recruitment Type:...  ...SUMMARY The Student Financial Assistance Advisor ensures College goals are met with being...  ...borrowing situations when they occur as well as returning to lender the portion of loan... 
    Full time
    Work at office
    Weekend work
    Afternoon shift

    Cuyahoga Community College

    Westlake, OH
    1 day ago
  • $54.81k

    A community college institution in Westlake, Ohio is seeking a Student Financial Assistance Advisor to manage financial aid services and ensure compliance with regulations. The role requires three years of financial aid experience and skills in advising, communicating... 
    Full time

    Cuyahoga Community College

    Westlake, OH
    1 day ago
  • Dollar Bank, based in Pittsburgh, is seeking a dedicated financial advisor for its west territory in Ohio. This position offers the chance to work with a new customer base and provide discretionary investment guidance to both businesses and individuals. The successful candidate... 

    Dollar Bank

    North Olmsted, OH
    4 days ago
  • $50 - $58 per hour

     ...refine clear grading rubrics for assessing AI outputs on transaction and modeling exercises Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses) Produce transaction analyses and investment materials with a... 
    Contract work
    Remote work

    Micro1

    Rocky River, OH
    1 day ago
  • $75k

     ...an opportunity to contribute to the company’s success. As a Financial Advisor within PNC's Wealth Management, you will be based in Parmatown...  ...Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Berea, OH
    3 days ago
  • A leading financial services firm is seeking a Client Support Associate in Westlake, Ohio. In this role, you'll be the first point of contact for clients, helping them navigate their needs effectively. The position requires at least one year of customer service experience... 

    Austin Community College

    Westlake, OH
    2 days ago
  • Greenthumbindustries is looking for a Personal Care Specialist in Lakewood, Ohio. In this role, you will engage one-on-one with customers, assisting them through their shopping experience while providing education on products and methods of consumption. The ideal candidate...
    Local area
    Shift work

    Greenthumbindustries

    Lakewood, OH
    1 day ago
  • $42.5k - $57.5k

     ...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow...  ...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Rocky River, OH
    2 days ago
  • $20.67 - $31.25 per hour

     ...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal...  ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Westlake, OH
    21 hours ago
  • A financial services firm in Ohio is hiring a Financial Advisor to build and maintain client relationships and provide investment guidance. Responsibilities include conducting calls, developing leads, and staying updated on financial products and regulations. Candidates... 

    Cetera Financial Group

    North Olmsted, OH
    1 day ago
  • Equitable Advisors in Westlake, OH is seeking motivated candidates to join their team as RBG financial professionals. You'll engage clients and work on retirement solutions tailored to professionals in education, healthcare, and government sectors. This role offers a unique... 
    Flexible hours

    Equitable Advisors

    Westlake, OH
    4 days ago
  • Midwest Vision Partners seeks a Financial Coordinator in Avon, OH to support surgical operations. The role involves patient financial counseling, verifying insurance benefits, and ensuring upfront collections. Ideal candidates will have 2+ years in healthcare collections... 

    Midwest Vision Partners

    Avon, OH
    2 days ago
  •  ...providing guidance using Fidelity’s services and tools. Ideal candidates should possess strong client relationship skills and understand financial services. The role offers a hybrid work environment and provides licensing support for FINRA certifications. Benefits include... 
    Full time

    Soteria Reinsurance Ltd.

    Westlake, OH
    3 days ago
  • $50 - $60 per hour

     ...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.   In this role, you might: Review and improve AI Assistant answers to questions about macro... 
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    Olmsted Falls, OH
    more than 2 months ago
  •  ...prompts, developing solutions, and creating grading rubrics to shape AI learning. The ideal candidate has extensive experience in financial modeling, valuation, and a strong command of Excel and PowerPoint. Excellent communication skills are essential for producing clear... 
    Remote job

    Micro1

    Rocky River, OH
    1 day ago
  •  ...Officer This position is for Your Home Financial, one of the Family of Companies of Newrez...  ...calls on real estate agents, financial advisors and other potential referral sources to develop...  ...'s credit policies and programs, as well as all state and federal lending regulations... 
    Local area
    Immediate start

    NewRez LLC

    North Olmsted, OH
    3 days ago
  •  ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process...  ...This role is responsible for processing teller transactions as well as working as a member of the platform staff.Responsible and accountable... 
    Work experience placement
    Work at office

    Fifth Third

    Westlake, OH
    4 days ago
  • $21 per hour

     ...You’ll create amazing experiences by helping customers achieve financial goals, provide personalized advice and solutions, and connect...  ...paternity leave, flexible work arrangements, education reimbursement, wellness programs, and more. Equal Employment Opportunity Citizens... 
    Hourly pay
    Local area
    Flexible hours
    Afternoon shift

    Citizens

    North Olmsted, OH
    21 hours ago
  • $21 per hour

     ...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet...  ...leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds... 
    Hourly pay
    Local area
    Flexible hours
    Afternoon shift

    Citizens

    North Olmsted, OH
    1 day ago
  • $21 per hour

     ...customers, looking for opportunities to help them achieve their financial goals by providing personalized advice and solutions that meet...  ...leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds... 
    Hourly pay
    Local area
    Flexible hours
    Afternoon shift

    Citizens Bank

    North Olmsted, OH
    2 days ago
  • Advanced Dealer Solutions in Westlake, Ohio is looking for an experienced F&I Director or Manager with strong sales acumen and attention to detail. The ideal candidate will provide a consistent F&I experience, ensure compliance with guidelines, and prepare paperwork accurately...

    Advanced Dealer Solutions

    Westlake, OH
    2 days ago
  • $37.5k - $62.5k

     ...deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of...  ...educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Rocky River, OH
    3 days ago
  • $37.5k - $62.5k

     ...deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of...  ...educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Rocky River, OH
    3 days ago
  • $96k - $181k

     ...KPB) is dedicated to serving our clients' financial needs through expert advice and...  ...client promise acting as the primary client advisor developing and implementing strategies based...  ...worth clients in their existing book as well as collaborating with internal and external... 
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyCorp

    Westlake, OH
    1 day ago
  • $96k - $181k

     ...KPB) is dedicated to serving our clients' financial needs through expert advice and...  ...client promise acting as the primary client advisor developing and implementing strategies based...  ...worth clients in their existing book as well as collaborating with internal and external... 
    Work experience placement
    Work at office
    Local area
    Night shift

    KeyBank

    Westlake, OH
    21 hours ago

Do you want to receive more vacancies?

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