Financial Wellness Advisor — Personal Banker
KeyBank
KeyBank in South Burlington, VT is seeking a Personal Banker to engage clients, uncover financial needs, and provide tailored solutions. You will attract new clients, deepen existing relationships, and support branch operations while meeting sales and service goals. Strong communication and integrity are essential to deliver trusted financial guidance. The role requires a high school diploma or equivalent, with a bachelor’s degree preferred, and familiarity with digital platforms and MS Office. #J-18808-Ljbffr KeyBank
- KeyCorp in South Burlington, Vermont is seeking a Personal Banker to engage clients in conversations, uncover needs, and provide guidance to support financial wellness both in person and via proactive calls. The role focuses on opening accounts, building relationships,...FinancialHourly payCasual work
$20.67 - $31.25 per hour
## Personal BankerApply: South Burlington, VT: Full time: Posted... ...Be a problem solver, trusted advisor, and partner to the people and... ...communities. Personal Bankers engage clients in deeper conversations... ...to assist in client's financial wellness both in person and through proactive...FinancialHourly payFull timeWork experience placementDay shift- KeyBank in South Burlington, VT is seeking a Personal Banker to engage clients, uncover financial wellness opportunities, and guide them to appropriate bank solutions. You will build relationships with individuals and small businesses while supporting branch operations...Financial
$20.55 - $34.25 per hour
...banking relationship and transition to needs to based discussion on financial goals Identify financial needs of customers and present all... ...on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the...FinancialHourly pay$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...communities. The Private Client Banker (PCB) is part of the... ...-based approach to financial advice. As a PCB, you... ...in their financial wellness by assessing their financial... ...have on their day, personally, professionally, and...FinancialHourly payWork experience placementFlexible hoursDay shift$20.55 - $34.25 per hour
...banking relationship and transition to needs to based discussion on financial goals* Identify financial needs of customers and present all... ...on operational, product, and system changes/enhancements, as well as demonstrate good risk management decisions to assist the branch...FinancialHourly payFull timeLocal area- ...Burlington, Vermont seeks a banking professional to cultivate and deepen client relationships by delivering personalized banking solutions that support long-term financial goals. You will engage in proactive client conversations, identify opportunities, and drive effective...Financial
- KeyBank National Association in South Burlington, Vermont seeks a Personal Banker to engage clients, uncover needs, and offer tailored financial wellness solutions. You will attract new clients and deepen relationships with existing customers while supporting branch operations...Financial
- JP Morgan Chase is seeking a Relationship Banker at a Chase branch in South Burlington, VT to deliver thoughtful financial guidance, build lasting client relationships, and provide welcoming service using the latest banking tools. You will engage clients, understand needs...FinancialWeekend workAfternoon shift
- ...Relationship Banker At Chase, we are passionate about creating... ...banking solutions and cutting-edge financial technology combined with... ...proactively meet with them, both in person and over the phone, to build... ...about banking solutions, as well as collaborate with and connect...FinancialAfternoon shift
- JPMorgan Chase in Vermont is seeking a full-time Relationship Banker to deliver welcoming and professional service while building lasting... ...solutions to tailor recommendations and support clients' financial needs. You will acquire and manage clients, provide consultative...FinancialFull timeWeekend work
- Chase is seeking an Associate Relationship Banker in Burlington, VT to welcome clients, assess their... ...brand with hospitality, using technology and personal service to build lasting relationships and deliver guidance on financial options. This role requires 1+ year of sales...FinancialWeekend work
- ...driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and deepening existing relationships through...FinancialWork at office
- ...inclusion. As a Relationship Banker in a Chase Branch, you will represent... ...solutions and cutting-edge financial technology combined with... ...proactively meet with them, both in person and over the phone, to build... ...about banking solutions, as well as collaborate with and connect...FinancialImmediate startAfternoon shift
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...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 Qualifications...FinancialFull timeInternshipLocal areaFlexible hours- KeyCorp’s Private Client Banker role focuses on the full client relationship with a plan-based approach to financial advice in our Key Private Client program. You serve clients with up to $2M in investable assets, gathering data, and offering suitable products and referrals...Financial
- ...workforce or making a career transition—to join our growing team as Financial Services Representatives. This role offers comprehensive... ...What you will receive Flexible schedule with remote and in-person work options. Full benefits package: health, dental, vision,...FinancialRemote workFlexible hours
- ...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. As a Financial...FinancialWork at officeFlexible hours
$54k - $55k
...managing their University finances. Engage in activities that enhance recruitment, retention and success of the student body. Administer financial aid and student receivables programs in compliance with applicable federal, state and institutional laws, regulations, policies...FinancialRemote work- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Plattsburgh/Burlington market area who is interested in working with Prudential's existing client base. This exciting Advisor position will allow you to grow your career and business, helping the...FinancialWorldwide
- The University of Vermont in Burlington is seeking a Student Fin Services PC2 X to provide comprehensive financial support to students and families. The role involves administering financial aid and overseeing specialized programs while ensuring compliance with regulations...Financial
- Magellan Federal seeks a Personal Financial Counselor to provide coverage in Vermont for military members and families. Responsibilities include one-on-one counseling, classes/workshops, and coordination with DoD contacts to ensure services stay within scope. Requirements...Financial
- Magellan Health is seeking a Personal Financial Counselor for our South Burlington, Vermont location. This role involves counseling military service members and their families on financial matters, helping establish spending plans, and managing workshops on personal financial...Financial
- Prudential Advisors in the Plattsburgh/Burlington market area is seeking an Experienced Financial Advisor to grow an existing client base using Prudential's tools and open-architecture platform provided through LPL Enterprise. This role offers the freedom of independent...Financial
- Chase is seeking an Associate Relationship Banker in a Chase Branch to represent our brand... ...and fintech to help clients with their financial needs. You will welcome clients, build relationships... ...branch's success. Meet with clients in person or by phone, stay compliant with policies...Financial
- Seven Days Jobs is seeking a UVM Student Financial Services Counselor in Burlington, Vermont. The role involves providing comprehensive services and support to students and families for managing university finances. The candidate will administer financial aid, engage in...Financial
- Job Title Personal Financial Counselor, Assignment Ready Counselor - Vermont (Grade 24) Responsibilities Provide personal financial counseling and management services directly to military service members and their families. Assist service members in establishing a spending...FinancialContract workTemporary workWork at office
- ...Senior Relationship Banker The role of the Senior Relationship... ...environment Ability to work well with people as a team Proficient... ...satisfaction through direct personal action and enlist additional... ...to support and resources. Financial and Banking Services: Various...FinancialFull timeTemporary workPart timeBank staffWork visaFlexible hours
$70k
Are you a seasoned financial professional with a passion for client relationships and a desire... ...wealth advisory practice? GuideWorth Advisors, a Private Wealth Advisory Practice of Ameriprise... ...to clients' unique situations. Provide well-researched investment recommendations...FinancialRemote jobPrivate practiceWork at office$58.44k
...absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families... ...This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad...FinancialContract workTemporary workWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor — Personal Banker. Be the first to apply!
- financial advisor associate Burlington, VT
- financial planning associate Burlington, VT
- financial consultant Burlington, VT
- finance associate Burlington, VT
- financial planning administrator Burlington, VT
- associate corporate finance Burlington, VT
- financial planner Burlington, VT
- financial planning assistant Burlington, VT
- financial counselor Burlington, VT
- estate planning consultant Burlington, VT



