Financial Wellness Advisor
KeyCorp
KeyBank's Plymouth Meeting, PA branch is seeking a Personal Banker to engage clients in conversations that uncover needs and offer guidance for financial wellness, in person and through proactive calling. As part of the branch team, you will attract new clients, deepen relationships, open accounts, and collaborate with partners. A client-first, sales-driven mindset, strong communication, and integrity are essential; willingness to work Saturdays is noted. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor in Plymouth, PA vacancy
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune... ...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to... ...the firm and regulatory authorities, as well as required training to maintain registrations...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Wilkes Barre, PA21 hours ago- ...Senior Financial Advisor (Wyomissing Market) Lead, grow, and deepen an established book of business with M&T Bank. We're seeking an experienced Financial Advisor to manage and expand a large, mature portfolio in the Wyomissing market, supported by a strong, referral-...SuggestedWork experience placement
- ...Job Description Job Description Our client is seeking an experienced Investment Advisor to provide comprehensive financial planning and investment management services to individual and institutional clients. This role is responsible for developing personalized investment...Suggested
Robert Half
Wilkes Barre, PA2 days ago - ...Job Summary Provides financial counseling either in person or via telephone for all patients for designated areas; admissions-scheduled... ...to provide back-up support and coverage for any department as well as provide report analysis to departments and areas not covered...SuggestedFull timePart timeWork at officeLocal area
Geisinger Health System
Wilkes Barre, PA21 hours ago - ...empathetic clinical team. While each individual clinician has their own interests, expertise, and style, we require all team members to be well versed in a variety of modalities. Our clients are struggling to cope with underlying mental health issues and benefit from...SuggestedFull timePart timeWork experience placementLocal areaRemote workAfternoon shiftWeekday work
Charlie Health
Wilkes Barre, PA20 days ago - ...empathetic clinical team. While each individual clinician has their own interests, expertise, and style, we require all team members to be well versed in a variety of modalities. Our clients are struggling to cope with underlying mental health issues and benefit from...Full timePart timeWork experience placementLocal areaRemote workAfternoon shiftWeekday work
Charlie Health
Wilkes Barre, PA5 hours ago $20.67 - $31.25 per hour
..., Pennsylvania 19462Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As...Hourly payDay shiftKeyCorp
Plymouth, PA3 days ago- ..., whenever possible, and thanking them for doing business with Tompkins. Assists clients and makes them feel appreciated. Ensures financial transactions are completed accurately and efficiently, while complying with all policies, procedures and regulatory and banking requirements...Work at officeLocal areaNight shiftAfternoon shift
Tompkins Financial
Kingston, PA1 day ago - ...support the lenders in underwriting requests for credit extensions to new and existing commercial clients. They will perform detailed financial analysis for all lending opportunities, prepare credit approval and modification requests for presentation to Loan Committee by...Temporary workInterim role
- Relationship BankerThis position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer...Night shift
First National Bank
Wilkes Barre, PA2 days ago - ...life, creating meaningful connections in every interaction and financial conversation. You'll combine financial expertise with a people... ...goals related to customer experience, growth, and financial wellness. Maintain operational soundness by following policies, procedures...Full timeWork experience placementWork at office
Northwest Bank
Luzerne, PA3 days ago - ...communication, teamwork, and interpersonal skills Familiar with PC’s and applicable software including Outlook, Teams and Excel Strong financial, problem-solving and analytical skills Organizational Skills Multi-tasking skills Ability to work proactively and...Full timeWork at officeImmediate start
Cross Valley Federal Credit Union
Wilkes Barre, PA10 days ago - ...(7) years of experience in complex commercial real estate lending and/or commercial & industrial loans management experience in a financial institution. Formal credit experience is a requirement. Strong sales skills and expectation management skills. Excellent...Local area
- Job Description Job Description We're looking for a per diem Job Coach to join our team! This is a great opportunity for someone looking for FLEXIBLE, PART-TIME work that can fit around their existing schedule. As a Job Coach, you'll support individuals in developing...Daily paidPart timeLocal areaFlexible hours
Reaching Beyond Limits
Wilkes Barre, PA16 days ago - ...receive the best treatment possible. Ultimately, an allied therapist should have a strong understanding of art/music/recreation as well as demonstrate excellent communication, analytical, and counseling skills. Allied Therapist Responsibilities: ·...Daily paid
Wyoming Valley Behavioral Health
Kingston, PA2 days ago - Commercial Lines Underwriting Analyst Good things are happening at Berkshire Hathaway GUARD Insurance Companiesan A+ (Superior) rated, nationwide Property & Casualty insurer backed by Berkshire Hathaway. With supportive leadership, collaborative teams, and opportunities...Work at officeRemote workWeekend work
- ...serves as the frontline representative of the credit union, providing outstanding service to members while accurately processing financial transactions. This position is responsible for handling deposits, withdrawals, loan payments, account inquiries, and other member...Full time
Cross Valley Federal Credit Union
Wilkes Barre, PA10 days ago $18 - $26.21 per hour
...processing and retail servicing interactions. Processes a variety of financial transactions in an accurate and efficient manner. Primary... ...Proven ability to demonstrated exceptional customer service Well-organized Proven time management skills Proven...Hourly payImmediate startM&T Bank
Wyoming, PA1 day ago- ...transactions, resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. Essential Functions: Achieve financial wellness activity goals, such as identifying referral opportunities and...Full timeWork experience placementWork at officeWeekend workAfternoon shift
Opportunities
Pittston, PA1 day ago - ...Relationship Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...Temporary workWork experience placementImmediate start
- SitusAMC Holdings Corporation seeks an experienced Asset Manager to oversee client portfolios post-acquisition, coordinating servicing transfers, remittances, and data reconciliation across multiple servicers. The role requires extensive mortgage/secondary market experience...
SitusAMC Holdings Corporation
Plymouth, PA4 days ago $100k - $125k
...know how crucial a good night of sleep is to overall health and wellness. Utilizing over a century of knowledge and industry-leading... ...market segments, and key customers. Responsible for enforcing financial policies and attain controls where financial policies lack structure...Local areaWorldwideNight shiftTempur Sealy International
Mountain Top, PA4 days ago$91k - $185.9k
...Responsibilities include working closely with advisors and employee education consultants on... ...at industry and local events, as well as webinars.• Comprehensive knowledge of... ...qualified deferred compensation plan• Chartered Financial Analyst (CFA) Designation is strongly preferred...Full timeTemporary workPart timeWork experience placementWork at officeLocal area- ...The Treasury Management platform helps clients optimize their financial operations by: Offering a robust set of traditional and emerging... ...assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides...Full timeTemporary workPart timeWork experience placementWork at office
- ...Opportunities to join resource groups that promote Diversity, Equity, and Inclusion Family owned for 90+ years Position Summary: Financial Analysts are business partners that empower business leaders to make operational and strategic decisions through a critical lens....Work experience placementWork at office
- ...goal of minimizing losses and optimizing resolutions.Gathers financial data, prepares analysis and develops workout strategy and alternatives... ...assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally...Full timeTemporary workPart timeWork experience placementWork at officeRemote workWork from home
- ...Representative/Teller. In this role, you will be responsible for providing exceptional service to our members and assisting them with their financial needs. Responsibilities: - Greet members and provide excellent customer service in a friendly and professional manner -...Flexible hours
Cross Valley Federal Credit Union
Shickshinny, PA10 days ago $75k - $137.5k
...participate in STEM OPT for this position.Job DescriptionProvides financial and regulatory reporting and analyses to maintain adequate... ...establish credit risk appetite and to understand its implications, as well as to establish policies and procedures governing the...Full timeTemporary workPart timeWork experience placementWork at office- Job Description Job Description Benefits: Company parties Employee discounts Flexible schedule Free uniforms Opportunity for advancement Training & development Job Summary: A Personal Trainer represents Crunch Franchise to members and clients ...For contractorsFlexible hours
$400,000 per week
...merchants who plant roots with us ~ Already fulfilling for brands you know: Dr. Squatch, LiquidIV, Nutrafol, Arctic Cool, Create Wellness What you'll do Own the full sales cycle Run point on every stage of complex, multi-stakeholder enterprise deals, from...Weekly payContract workCasual workWork at officeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor. Be the first to apply!
