Financial Wellness Advisor
KeyBank
KeyBank in Toledo, Ohio is seeking a client-focused Financial Wellness Advisor to help individuals and business clients move forward in their financial journey. The role splits time between servicing clients and processing transactions, with about 70% focused on conversations to uncover needs and provide guidance, and 30% on proactive outreach via calls and in-person meetings. In a hybrid branch setting, you will collaborate with branch leadership and teammates to prioritize high-impact #J-18808-Ljbffr KeyBank
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor in Toledo, OH vacancy
- ...Banker in the Toledo, OH area. You will engage clients, uncover financial needs, and guide them toward suitable banking products. This... ..., account openings, and collaborative teamwork to grow client wellness and banking relationships. The position requires a High School...Suggested
$16 per hour
Green Thumb Industries is seeking a Personal Care Specialist in Toledo, Ohio. This role involves engaging with patients in a retail environment, educating them on cannabis products, and ensuring compliance with regulations. The ideal candidate will have strong customer...SuggestedGreen Thumb Industries INC
Toledo, OH14 hours ago- ...Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training... ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan...SuggestedImmediate start
MassMutual
Toledo, OH2 days ago - ...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...SuggestedWork at officeFlexible hours
Bankers Life
Toledo, OH5 days ago - ...with some of the brightest and most talented professionals in the financial service industry to form a solid and secure community banking... ...new business, the closing of commercial/ag loans, as well as maintaining and servicing an existing portfolio. This position...SuggestedFull timeTemporary workLocal area
CNB Bank
Toledo, OH5 days ago - ...Harbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective and efficient revenue... ..., dependable, self-disciplined, organized and be able to work well as a team member. Essential Job Competencies/Primary Duties:...Full timeWork at office
Harbor
Toledo, OH4 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Toledo, OH5 days ago- ...Financial AdvisorHantz Group is a Michigan-based financial company that works with individuals... ...starting your career or an experienced advisor, Hantz Group offers ongoing support for you... ...be Highly MotivatedAbility to Work Well Under Pressure with Multiple Priorities and...Work at officeFlexible hours
Hantz Group
Maumee, OH5 days ago - ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve... ..., and access to the latest industry resources, you'll be well‑equipped to succeed in your new role. Our goal is to see you succeed...Local area
Modern Woodmen
Toledo, OH1 day ago $19.23 - $28.37 per hour
...Boulevard - Toledo, Ohio 43610 Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30%...Hourly payWork experience placementWork at officeFlexible hoursDay shiftKeyCorp
Toledo, OH3 days ago$19.23 - $28.37 per hour
...Toledo, Ohio 43610 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities... ...and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30%...Hourly payWork experience placementWork at officeDay shiftKey Bank
Toledo, OH2 days ago- Senior Healthcare Recruiting ConsultantSenior Healthcare Recruiting Consultant — Elevate Your Career Among the Heart of the MidwestMLR stands as a pioneering healthcare staffing and recruiting platform, driven by two decades of industry expertise. Our team, consisting ...Permanent employmentRemote workFlexible hoursShift work
MLee Healthcare Staffing and Recruiting, Inc
Toledo, OH5 days ago - ...help shape the future of our industry.The ideal candidate possesses that natural spark of a recruiter—part connector, negotiator, and advisor. But here, at MLR, you won't just fill vacancies; you'll have the unprecedented opportunity to cultivate a brand and expand your...Permanent employmentContract workRemote workFlexible hoursShift work
MLee Healthcare Staffing and Recruiting, Inc
Toledo, OH5 days ago $20.67 - $31.25 per hour
...Toledo, Ohio 43623 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As...Hourly payWork experience placementDay shiftKeyCorp
Toledo, OH5 days ago$41.25k - $68.75k
...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 timeTemporary workPart timeWork experience placementWork at officePNC
Oregon, OH5 days ago$20.67 - $31.25 per hour
...Ohio 43623 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As part...Hourly payWork experience placementDay shiftKey Bank
Toledo, OH14 hours ago$18 - $23.08 per hour
...13Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in... ...with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Hourly payPart timeDay shiftKeyCorp
Toledo, OH1 day ago- ...focused environment, we'd love to meet you.As a Teller, you'll be the face of our credit union-providing exceptional service, handling financial transactions accurately, and helping members feel welcomed and supported. This position is perfect for someone who enjoys working...Part time
Glass City Federal Credit Union
Toledo, OH1 day ago $30k - $50k
...ResponsibilitiesDelivers a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of... ...assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally...Full timeTemporary workPart timeWork at officePNC
Toledo, OH4 days ago- ...Job Category Commercial Lending, Banking Industry Banking, Financial Institutions Employee Type Exempt Required Degree 4 Year Degree Manage Others No Summary/Objective Responsible for commercial business development and portfolio management for new and existing clients...Work at officeFlexible hours
Goebel Fixture Company
Toledo, OH5 days ago - ...region and focuses on helping all community members achieve their financial goals. We partner with our community to understand financial... ...- an empowered group of individuals dedicated to the financial well-being of their customers. Equal Opportunity and Affirmative...Full timeTemporary workWork at officeLocal areaMonday to FridayNight shift
The Croghan Colonial Bank
Oregon, OH2 days ago - ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
Caliver Beach Mortgage, LLC
Toledo, OH5 days ago - ...Health Type: Full-Time About the Role Are you passionate about helping older adults find meaning, connection, and emotional wellness? Do you thrive in supportive environments where your compassion and clinical skills make a real difference? Attain Behavioral...Hourly payFull timeFlexible hours
Attain Behavioral Health Toledo
Oregon, OH5 days ago - ...closely with licensed counselors and other healthcare professionals. Your efforts will contribute directly to our clients' success and well-being. About Us Attain Behavioral Health is a leading mental health and wellness provider dedicated to improving the lives of...Immediate start
Attain Behavioral Health
Toledo, OH1 day ago $118.48k
...referred to as "CDM Smith") reserves the right to require background checks including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, CDM Smith may conduct drug testing for designated...For contractorsWork experience placementH1bImmediate startCDM Smith
Toledo, OH3 days ago- ...6Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in... ...with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's our...Part timeDay shift
KeyCorp
Toledo, OH2 days ago $1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Toledo, OH14 hours ago$23 per hour
...Functions Partner with a KIS Private Client Advisor to gain hands-on experience. Participate in client discovery and financial planning activities including data entry... ...with clients to support financial wellness. Interpersonal Communication: Effective...Hourly payTemporary workWork experience placementSummer workInternshipSummer internshipH1bWork at officeRelocation packageFlexible hoursKeyBank
Toledo, OH3 days ago$18.75 - $25 per hour
...09Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in... ...questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and...Hourly payDay shiftKeyCorp
Toledo, OH5 days ago- ...Job Description Job Description Harbor is seeking a Financial Coach and Benefits Planner to join the Ohio Means Jobs Lucas County team! This position provides individualized financial well-being coaching and benefits planning support to individuals receiving benefits...Full timeTemporary workPart timeWork at office
Harbor, Inc.
Toledo, OH3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor. Be the first to apply!
Related searches
- associate corporate finance Toledo, OH
- financial planning assistant Toledo, OH
- jde finance consultant Toledo, OH
- financial counselor Toledo, OH
- financial planning administrator Toledo, OH
- financial planner Toledo, OH
- financial advisor associate Toledo, OH
- finance associate Toledo, OH
- financial planning associate Toledo, OH
- wealth advisor Toledo, OH