Financial Wellness Advisor In-Branch Client Solutions
KeyCorp
KeyCorp is seeking a Field Service Advisor in Canby, Oregon, to strengthen client relationships and provide guidance for financial wellness. You will engage clients both in-person and through calls to uncover needs and offer tailored solutions. The ideal candidate will have a high school diploma, experience in sales and client servicing, and be comfortable with digital tools. The role requires effective communication and a strong dedication to client experience. #J-18808-Ljbffr
- A leading financial institution in Oregon City seeks a financial advisor to deliver tailored solutions to clients. Responsibilities include managing client relationships, developing financial plans, and ensuring compliance with regulations. Candidates must hold Series 7...Suggested
- ...role involves building and managing meaningful client relationships, using financial knowledge to provide solutions while delivering exceptional service. The ideal... ...to banking regulations, and the ability to work branch hours including weekends. #J-18808-Ljbffr JPMorgan...Suggested
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend,... ...our company and how we deliver for our clients, teammates, communities and shareholders... ...’ physical, emotional, and financial wellness, recognizing and rewarding...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...physical, emotional, and financial wellness, recognizing and rewarding... ...advice and customized solutions to clients to help them achieve...SuggestedHourly payTemporary workWork at officeMonday to FridayShift workDay shift- ...Advisor Development Program - Financial Solutions Advisor - Sherwood Financial Center Sherwood, Oregon To proceed with your application, you must be... ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...SuggestedWork at officeLocal areaImmediate startShift workDay 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...
- ...common purpose to help make financial lives better through the power... ...company and how we deliver for our clients, teammates, communities and... ..., emotional, and financial wellness, recognizing and rewarding... ...comprehensive advice and customized solutions to clients to help them...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Bank of America in Sherwood, Oregon is seeking a Financial Solutions Advisor for its Advisor Development Program. This role involves obtaining Securities... ...and learning foundational advisory skills to manage client relationships effectively. The ideal candidate should...
$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to... .... The Private Client Banker (PCB) is part... ...based approach to financial advice. As a PCB,... ...appropriate financial solutions to KeyBank's... ...in their financial wellness by assessing their... ...partnerships with branch teammates and line...Hourly payFull timeWork experience placementFlexible hoursDay shift$21.68 - $26.5 per hour
Client Relationship Consultant U.S. Bank is hiring a Client Relationship... ...multiple channels, provide financial guidance, and promote our... ...and services. Recommend solutions that align with each customer... ...collaborative partnerships with branch team members to best serve clients...Hourly payTemporary workLocal area$21.68 - $26.5 per hour
Job Description Client Relationship Consultants build relationships... ...services, and recommending solutions based on each customer’s unique... ...and learning about their financial needs, and banking channel preferences... ...partnerships with branch team members and partners to...Temporary work- .... This position involves processing credit loan applications, engaging with customers, maintaining compliance, and contributing to branch goals. Ideal candidates should have at least three years of experience in customer service or sales and strong communication skills...
$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 clients' financial wellness, both in person and through... ...(30%). As part of the branch team in a hybrid platform...Hourly payWork experience placementWork at officeDay shift$21.68 - $26.5 per hour
...make better and smarter financial decisions and enabling... ...45 FullTime | 30 hours Client Relationship Consultants... ..., and recommending solutions based on each customer’... ...collaborative partnerships with branch team members and... ...California Fair Chance Act as well as the San Francisco...Full timeTemporary workLocal area- ...Banker who will be responsible for providing exceptional service to clients. The ideal candidate will engage with clients to understand their financial needs and recommend appropriate banking solutions. This position requires at least 1 year of experience in retail banking...Flexible hours
- ...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
- ...Job Description: Financial Consultant If you no longer want to... ...spend your time on sourcing new clients and would rather have the... ...uncovering needs and recommending solutions FINRA Series 7 & 66... ...balance. We offer training in-branch, regionally, nationally, and...Work at office
$80k - $130k
...Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder...Work at officeWork from home- ...to own their business and help clients prepare for life’s planned and... ...unexpected 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
...responsible for delivering exceptional client experience by adhering to our... ...and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional... ...when needed. Supports the branch goal of identifying and referring...Immediate start- ...memorable experiences for our clients and employees, making them... ...Banker in a Chase Branch, you will represent our brand... ...using the latest banking solutions and cutting‑edge financial technology combined with friendly... ...banking solutions, as well as collaborate with and...Immediate startAfternoon shift
$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- ...memorable experiences for our clients and employees, making them... ...Banker in a Chase Branch, you will represent our brand... ...using the latest banking solutions and cutting‑edge financial technology combined with friendly... ...banking solutions, as well as collaborate with and...Immediate startAfternoon shift
$19 per hour
...customer service and helping people succeed financially? Maps Credit Union seeks a Part-Time... ...and a great communicator for our Woodburn Branch. Our Teller Specialists are valued for... ...from our Learning & Development team as well as on-the-job training. Additional industry...Hourly payPart timeLocal areaFlexible hoursShift work- ...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 placementWork at officeFlexible hours3 days per week
$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...$85k - $135k
...Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach... ...service, you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance experience to...Work experience placementWork at officeWork from home- ...~ Employee Assistance and Wellness Program ~ Life, Short-term... ...Citizens Bank - Oregon City Branch Type: Non-Exempt/Non... ...relationships that support their financial well-being. This position... ...recommend appropriate financial solutions. Establish and maintain...Temporary workWork at officeDay shift
- SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes... ...to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and...Full timePart time
- ...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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