Financial Wellness Advisor: Hybrid Client & Solutions
$19.23 - $28.37 per hourKey Bank
KeyBank is looking for a Financial Wellness Advisor in Canby, Oregon, to provide personalized client service and support financial guidance. This hybrid role involves client servicing and transaction support, with an emphasis on understanding clients' needs and building long-lasting relationships. The ideal candidate will have a strong background in sales and customer service, a high school diploma, and the ability to handle cash securely. The position offers a competitive salary ranging from $19.23 to $28.37 per hour. #J-18808-Ljbffr
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$19.23 - $28.37 per hour
...problem solver, trusted advisor, and partner to the people... ...their time between client servicing and transaction... ...and provide guidance and solutions to assist in client's financial wellness, both in person and through... ...of the branch team in a hybrid platform role, the FWA...SuggestedHourly payWork experience placementWork at officeDay shift- ...WealthBridge Financial Group is seeking a results-oriented Financial... ..., you will engage with clients to understand their financial... ...expertise to offer comprehensive solutions, including investment opportunities... ...peace of mind ~ Employee wellness programs and mental health...Suggested
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...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping... ...we serve to make better and smarter financial decisions and enabling the communities we... ...products and services, and recommending solutions based on each customer's unique goals and...Temporary work- ...to own their business and help clients prepare for life's planned and... ...moments with the right financial services and insurance products. Our financial advisors are contracted as COUNTRY Trust... ...a staff. Conduct financial solution seminars. Have the flexibility...Contract workFor contractorsWork at office
$19 - $23 per hour
...Columbia Banking System in Woodburn, Oregon is seeking a Personal Banker responsible for delivering exceptional client experiences and fostering new and existing client relationships. The ideal candidate will have a High School Diploma or GED, at least one year of banking...Hourly pay- ...Financial Wellness Advisor Be a problem solver, trusted advisor, and partner... ...s split their time between client servicing and transaction support... ...and provide guidance and solutions to assist in client's... ...part of the branch team in a hybrid platform role, the FWA will...Day shift
- ...creating memorable experiences for our clients and employees, making them feel... ...hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with friendly... ...of Chase’s affluent clients, as well as other branch clients. You will manage...Immediate startAfternoon shift
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$90k - $100k
...A leading wealth management firm is seeking a Financial Advisor in Clackamas, Oregon, to manage client relationships and assist in financial planning. This role provides a succession opportunity and requires a college degree and relevant licenses, along with strong analytical...- ...leading retail company in Oregon City seeks a motivated Print Supervisor to lead a team in delivering exceptional print and marketing solutions. You'll engage with customers to understand their needs, coach associates in service excellence, and ensure operational efficiency...
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- ...engineers, consultants, and financial analysts, with the expectation... ...visits, develop and maintain client contacts, and develop overall... ...will report to the transaction solution team within Black & Veatch... ...with disability and a robust wellness program. To support a healthy...Work experience placementFlexible hours
$20.67 - $31.25 per hour
...Summary** Be a problem solver, trusted advisor, and partner to the people and... .... Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive...Hourly payWork experience placementFlexible hoursDay shift$19 - $23 per hour
...Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough... ...manner.Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs.Make recommendations...Immediate start- ...Description: This job is responsible for engaging clients in the lobby to educate and assist with... ...conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities...Shift workWeekend workDay shift
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$80k - $110k
...and Field Trainer Company: Canyon Creek Financial Employment Type: Independent Contractor... ...thoughtfully designed supplemental insurance solutions—and we empower our representatives to... ...a clear, human-centered way that guides clients to the right solutions Set and exceed...Weekly payFor contractorsLocal areaMonday to FridayNight shiftWeekend work- ...Description Job Description WealthBridge Financial Group is seeking a dedicated and... ...developing personalized financial plans for clients, guiding them through their financial decisions... ...make a positive impact on the financial well-being of individuals and families....
- ...executing our vulnerability management program. This position is well‑suited for someone with a strong foundation in the vulnerability... ...of work location models based on the needs of each role. Our hybrid roles combine the benefits of on‑site collaboration with colleagues...Local areaRemote workFlexible hours2 days per week3 days per week1 day per week
- ...Matching ~ Employee Assistance and Wellness Program ~ Life, Short-term and Long-... ...long-term relationships that support their financial well-being. This position requires a... ...needs and recommend appropriate financial solutions. Establish and maintain strong relationships...Temporary workWork at officeDay shift
- ...Financial Risk Analyst We are looking for a Financial Risk Analyst ready to work in a hybrid schedule. This opportunity is for either extension and or full-time employee. Requires... ...more complex problems. Analyzes possible solutions using advanced knowledge and applying...Full timeWork at office
$18.75 - $25 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...in identifying and resolving client servicing issues, serve as... ...listen to clients to uncover financial needs and transition clients... ...banker to have a deeper financial wellness conversation. Lead Tellers...Hourly payWork experience placementShift workDay shift- ...mid-sized businesses to provide benefit solutions that protect what matters most: their employees... ...leading by example, and building strong client relationships, we want you on our side as... ...) Position Overview This is a hybrid role combining outside sales and field leadership...Weekly payLocal areaFlexible hours
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