Financial Wellness Advisor

Keybank, National Association

KeyBank in Manlius, NY is seeking a Personal Banker to engage clients in conversations to uncover needs and offer guidance toward their financial wellness, in person or by phone. You will open personal and business accounts and collaborate with branch teammates to attract new clients and deepen existing relationships. This role emphasizes service excellence, effective communication, and adherence to policy while meeting sales and referral goals and delivering a positive banking experience for #J-18808-Ljbffr KeyBank

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Financial Wellness Advisor in Eagle, ID vacancy

Remote Financial Wellness Advisor
...A financial services firm in Meridian, Idaho, is looking for passionate individuals to join their team. This role involves conducting virtual... ..., and adaptable, ready to help secure families' financial well-being. Enjoy weekly pay and industry-leading tools to advance your...
Suggested
Weekly pay
Remote work
Work from home
AO Garcia Agency
Meridian, ID
3 days ago
Remote Financial Wellness Advisor — Flexible Growth
Aogarciaagency in Meridian, Idaho, is looking for a passionate individual to secure families' financial well-being effectively. This role offers flexibility with the possibility of working from home while conducting virtual consultations with clients. Key responsibilities...
Suggested
Remote job
Weekly pay
Work from home
Flexible hours
Aogarciaagency
Meridian, ID
3 days ago
Remote Financial Aid Advisor for Students
$20.54 - $27.78 per hour
...student population. The role involves guiding students through the financial aid process and providing counseling on funding options.... ...hourly for Associate level and $21.74 to $29.42 for Financial Aid Advisors. A comprehensive benefits package is offered, including...
Suggested
Hourly pay
Remote work
Herzing University
Boise, ID
2 days ago
Remote Financial Advisor (CFA or CFP)
$80k
...Financial Aid Administrator (FAA) Role Overview : The FAA will engage with current, prospective, and alumni students to guide them through the financial aid process. This position is essential for ensuring students receive the support they need to pursue their educational...
Suggested
Temporary work
Remote work
Micro1
Boise, ID
3 days ago
US Experienced Financial Advisor
$50k
...competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on... ...training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses...
Suggested
Work at office
Work from home
Home office
Flexible hours
Edward Jones
Boise, ID
5 days ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Boise, ID
4 days ago
Financial Advisor
$61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...
For contractors
Work at office
Northwestern Mutual
Meridian, ID
3 days ago
Personal Banker
...initial sales and service contact for new and existing customers. The Personal Banker recognizes complex product and financial services opportunities as well as refers to Investment Services, the Residential Mortgage Lending Department, and commercial banking to help...
For contractors
U.S. Lawns
Eagle, ID
1 day ago
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with... ...and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities...
WealthBridge Financial Group
Garden City, ID
4 days ago
Financial Advisor
...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...
Hourly pay
Temporary work
For contractors
Traineeship
Work at office
Local area
Home office
First Command
Boise, ID
2 days ago
Financial Advisor
Make an impact providing expert financial advice with heart. Thrivent is a different kind of... ...helping them build, grow and protect financial well-being through purpose-based advice,... ...registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you...
Thrivent
Boise, ID
1 day ago
Merrill Advisor Development Program - Financial Advisor: Mountain West Market
$80k - $90k
Job Overview Merrill Wealth Management, part of Bank of America, offers the Merrill Advisor Development Program for aspiring Financial Advisors. Key Responsibilities Work with high‑net‑worth individuals to identify needs, develop relationships, and review financial goals...
Local area
Shift work
Day shift
Bank of America
Boise, ID
2 days ago
Personal Banker
$20.67 - $31.25 per hour
...Manlius, New York 13104 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...and provide guidance and solutions to assist in client’s financial wellness both in person and through proactive calling efforts. As part...
Hourly pay
Work experience placement
Day shift
KeyBank
Eagle, ID
2 days ago
Lead Teller
$18.75 - $25 per hour
...6 Job 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 pay
Work experience placement
Shift work
Day shift
Key Bank
Eagle, ID
3 days ago
Analyst, FP&A
...at Overview of Job Function Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial... ...employment verifications, criminal search, OFAC, SS Verification, as well as credit and drug screening, where applicable and in...
Local area
Shift work
Verint Systems
Boise, ID
4 days ago
Finance Analyst
$71.41k - $107.11k
...world. Job Description Summary This position is responsible for financial analysis, reporting, forecasting, and business partnerships... ...for Health and Dependent Care, and Health Reimbursement Accounts Well‑being programs including company‑wide events and a wellness incentive...
Work at office
Local area
Flexible hours
Lamb Weston LATAM
Eagle, ID
3 days ago
Senior Clinical Consultant - General Readiness
$82.5k - $166.1k
...knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of... ...# Adoption assistance # Employee Stock Purchase Plan # Financial planning and group legal # Voluntary benefits including auto,...
Temporary work
Visa sponsorship
Flexible hours
Oracle
Boise, ID
3 days ago
Senior Clinical Consultant
$31.83 - $63.65 per hour
...knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's differing products, industries and lines of... ...# Adoption assistance # Employee Stock Purchase Plan # Financial planning and group legal # Voluntary benefits including auto,...
Hourly pay
Temporary work
Flexible hours
Oracle
Boise, ID
5 days ago
College Financial Representative, Internship Program
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...
Full time
Internship
Local area
Unavailable
Boise, ID
4 days ago
College Financial Representative, Internship Program
$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. Qualifications Are you a fit for this internship...
Full time
Internship
Local area
Flexible hours
Northwestern Mutual
Meridian, ID
2 days ago
Insurance Sales Representative and Trainer
$85k - $105k
Insurance Sales Representative & Trainer About Us At Cleft of the Rock, we provide businesses and individuals with supplemental insurance solutions that protect what matters most. Our team values integrity, responsibility, and a genuine desire to serve , creating a culture...
Weekly pay
Monday to Friday
Weekend work
Cleft of the Rock, Inc.
Eagle, ID
1 day ago
College Financial Representative, Internship Program
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...
Full time
Contract work
For contractors
Internship
Local area
Flexible hours
Northwestern Mutual Life Insurance Company
Meridian, ID
4 days ago
Insurance Sales Representative and Trainer
$85k - $95k
Insurance Sales Representative and Trainer At Devine Business Group, we believe that sales is not just about numbers—it is about service, impact, and meaningful relationships. We are seeking driven and compassionate professionals who want to bring high-quality insurance...
Full time
For contractors
Work experience placement
Local area
Monday to Friday
Flexible hours
Devine Business Group
Eagle, ID
5 days ago
SOC Security Analyst - FedRAMP
$124.2k - $186.2k
About the team: The Information Security organization advances the overall state of security at Rubrik through purposeful initiatives and coordination of large security projects. Information Security builds technologies, tools, and processes to better enable teams at...
Local area
Remote work
Rubrik
Boise, ID
3 days ago
Associate Wealth Advisor
...Overview Associate Wealth Advisors work with high-net worth clients and advise them in all areas of their financial lives. They prepare wealth plans and financial updates including Net Worth Statements, Cash Flow, Tax Projections, Stock Option Exercise Strategies, Insurance...
Temporary work
Work at office
Flexible hours
Dormont Manufacturing Company
Garden City, ID
5 days ago
Financial Consultant- Debt Relief
$120k - $260k
...re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals... ...company. Ensure adherence to all state and federal laws, as well as company policies related to debt settlement. Keep up-to-date...
Daily paid
Temporary work
Flexible hours
Americor
Meridian, ID
5 days ago
Associate Financial Representative
...Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts... ...professionals, and access to the latest industry resources, you\'ll be well-equipped to succeed in your new role. Our goal is to see you...
Full time
Local area
Modern Woodmen
Boise, ID
4 days ago
Personal Banker
$22 - $27 per hour
About the Role The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank's Breakthrough Client Experience Standards. Responsibilities include acquiring new and expanding existing client relationships, identifying client ...
Hourly pay
Columbia Bank (WA, OR & ID)
Boise, ID
4 days ago
Relationship Banker
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an...
Work at office
Shift work
Weekend work
Day shift
Dormont Manufacturing Company
Meridian, ID
3 days ago
Relationship Banker
...transactions for clients as needed. Job expectations include having deep 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 Executes the bank's risk...
Shift work
Weekend work
Day shift
Bank of America
Meridian, ID
4 days ago

Do you want to receive more vacancies?

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