Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Hybrid Financial Wellness Advisor

Keybank, National Association

KeyBank's Ingomar, PA location seeks a Financial Wellness Associate in a hybrid, full-time role. You will split time between client servicing and transaction support, 70% and 30%, while engaging clients to uncover needs and provide guidance for financial wellness. The position emphasizes client experience, collaboration with branch leadership, and proactive outreach to deepen relationships locally. A high school diploma and cash-handling experience are required. #J-18808-Ljbffr KeyCorp

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Hybrid Financial Wellness Advisor in New York, NY vacancy
  • New York Life Insurance Company is seeking a Financial Professional for its Accelerated Path to Management in New York, NY. This full-time hybrid role focuses on providing financial planning and advisory services to clients, performing analyses, and preparing reports to... 
    Suggested
    Full time

    New York Life Insurance Company

    New York, NY
    5 days ago
  • A financial services firm in New York seeks a Financial Services Representative to help clients by building tailored financial plans and...  ...strong communication skills. The role offers flexible commission-based compensation with a hybrid office model. #J-18808-Ljbffr MassMutual
    Suggested
    Work at office
    Flexible hours

    MassMutual

    New York, NY
    3 days ago
  • $20.19 - $30.77 per hour

    KeyBank in New York, NY is looking for a Personal Banker who will serve as a trusted advisor to clients, helping them with their financial wellness. Responsibilities include engaging in meaningful client conversations, opening accounts, and working collaboratively with... 
    Suggested
    Hourly pay

    KeyBank

    New York, NY
    6 days ago
  • $85.1k - $161.7k

     ...and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting, and capital structure...  ...Excel Advanced level of proficiency in modeling Equity, Debt, and hybrid instruments as they relate to a transaction or strategic... 
    Suggested
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    New York, NY
    3 days ago
  • A global music publisher is looking for a financial analyst in New York City. This role involves building financial models...  ...medical coverage, and a strong focus on professional development. Hybrid work options are available as well. #J-18808-Ljbffr Green Key Resources
    Suggested
    Remote job

    Green Key Resources

    New York, NY
    5 days ago
  • Revlon is seeking a Senior Analyst, Financial Planning & Analysis to join the Enterprise FP&A team in New York. You will support executive...  ..., helping transform finance across the organization. This hybrid role requires 3+ years in corporate FP&A, strong Excel and advanced... 

    Revlon

    New York, NY
    2 days ago
  •  ...candidate for their FP&A function. This hybrid role requires approximately 4-7 years of...  ...The role involves providing insights into financial results and working closely with...  ...offered in a vibrant Midtown Manhattan environment. #J-18808-Ljbffr Phyton Talent Advisors

    Phyton Talent Advisors

    New York, NY
    4 days ago
  • $80k - $100k

     ...performance. Candidates should have 1-2 years of FP&A experience and a Bachelor’s degree in Finance or Economics. The position offers a hybrid work model with compensation ranging from $80k to $100k. Strong Excel skills and teamwork are essential, along with the ability to... 

    Varonis

    New York, NY
    3 days ago
  • $120k - $150k

    Hughes Hubbard & Reed LLP in New York is seeking a seasoned financial planning and analysis professional. The role reports to the Director...  ...experience, and strong Excel/BI skills. The position offers a hybrid schedule with at least three days in the NY office, and a... 
    Work at office

    Hughes Hubbard & Reed LLP

    New York, NY
    6 days ago
  • $90k - $110k

    SupportFinity™ is seeking a Financial Analyst, FP&A, to join the North America Finance team. The role involves building and maintaining...  ...Bachelor's degree, and advanced Excel skills. This position offers a hybrid schedule in the New York City office, with a competitive salary... 
    Work at office

    SupportFinity

    New York, NY
    5 days ago
  • Octane Lending is seeking a Financial Analyst to join the Finance organization in a hybrid NYC office. You will support FP&A across month-end close, budget-to-actual reporting, and investor reporting, partnering with Accounting, Capital Markets, and Credit to translate... 
    Work at office

    MoneyLion

    New York, NY
    4 days ago
  • Prime Matter Labs in Brooklyn, NY, offers a Senior Financial Analyst role with hybrid work (remote preferred, based in Long Island City). You will help build the FP&A function, handle planning, forecasting, reporting, and strategic analysis across the business. The ideal... 
    Remote job

    Prime Matter Labs

    New York, NY
    3 days ago
  •  ...is seeking an FP&A Analyst to support the Technology & Strategy teams in a hybrid role (3 days in office, 2 days remote). You will partner with D&T and ES&GI and provide data-driven financial insights to Finance leaders. The role involves end-to-end FP&A, a 3-year plan... 
    Work at office
    Remote work

    Guardian Life

    New York, NY
    5 days ago
  • $60k - $70k

     ...a dynamic environment with opportunities to improve commercial finance processes. The salary ranges from $60,000 to $70,000, with hybrid work options available. Influencer is committed to diversity and inclusion and seeks passionate candidates to join their fast-growing... 

    Influencer Ltd

    New York, NY
    3 days ago
  •  ...endpoints, cloud security, DLP, and compliance, reporting to the Head of Security & Privacy. Based at our Manhattan headquarters with a hybrid work model (on‑site Tue-Thu), you will collaborate with business and technology teams to embed security across all functions and... 

    Successacademycharterschool

    New York, NY
    5 days ago
  • Citi is seeking a Securities & Derivatives Sr Analyst- C12 in a hybrid setup. The role focuses on processing orders/transactions from trading desks, assisting with clearance, settlement, and investigations of client securities and derivatives. The candidate will handle... 

    Citi

    New York, NY
    3 days ago
  •  ...Research Foundation of Cuny is seeking a CUNY EDGE Advisor to deliver holistic advising that integrates...  ...in selecting majors, career interests, financial aid, and more. The position is grant-funded and allows for a hybrid work schedule. #J-18808-Ljbffr Research Foundation... 

    Research Foundation Cuny

    New York, NY
    2 days ago
  • Quantcast is seeking a Senior Financial Analyst to join its FP&A team. The role partners with senior leadership to lead planning, budgeting...  .... The position is on-site three days a week as part of a hybrid model, with a strong emphasis on cross-functional collaboration... 
    3 days per week

    Quantcast

    New York, NY
    5 days ago
  •  ...finance to drive headcount, investments, and pipeline decisions. This hybrid role requires 2-3 days in the New York HQ each week. You’ll use AI to automate reporting and analysis, build robust financial models, and present insights to executives. #J-18808-Ljbffr... 

    Fundraise Up

    New York, NY
    3 days ago
  • $100k - $120k

     ...Candidates should have a Bachelor’s degree in Accounting or Finance and 3-6 years of experience in accounting. The position offers a hybrid schedule and a salary between $100,000 and $120,000 plus bonus and equity, alongside comprehensive benefits. #J-18808-Ljbffr Advice... 

    Advice Personnel

    New York, NY
    5 days ago
  •  ...New Group is seeking a Finance Associate to support day-to-day financial operations in a collaborative, cross-department role. You will...  ...Managing Director. This full-time, non-exempt position offers a hybrid work model with in-office and remote days, competitive salary,... 
    Full time
    Work at office
    Remote work

    Playbill, Inc.

    New York, NY
    5 days ago
  • $100k - $125k

    Senior Finance Associate - NYC - Hybrid A leading alternative investment manager is seeking a Senior Finance Associate to support a...  ...production, and monthly/quarterly close processes Prepare and review financial reporting workpapers, NAV analyses, fee calculations, and... 

    Daley And Associates, LLC

    New York, NY
    2 days ago
  • A financial management platform is seeking an experienced Senior Financial Planner to craft financial strategies and support members through...  ...development. The role offers comprehensive health benefits, competitive pay, and a hybrid work environment. #J-18808-Ljbffr Range

    Range

    New York, NY
    3 days ago
  •  ...focusing on acquisition financing. The practice serves sponsors and borrowers, with lender-side experience welcome. The role can sit in NYC, DC, or California, with a hybrid model of 4 days in office and relocation options available. #J-18808-Ljbffr McClure Harrison, Inc.
    Work at office
    Relocation

    McClure Harrison, Inc.

    New York, NY
    3 days ago
  • $75k - $90k

    A leading global retail company is seeking Financial Planners to join their team in New York, NY. This hybrid role focuses on uniting product vision with financial strategies to drive sales and profitability. Key responsibilities include creating financial plans, managing... 

    Foot Locker, Inc.

    New York, NY
    5 days ago
  • A leading financial services firm is seeking a Financial Services Consultant in New York. This hybrid role involves educating clients on financial products and building a personal practice with the support of a Fortune 100 company. The consultant will provide customized... 

    New York Life Insurance Company

    New York, NY
    5 days ago
  •  ...requires collaboration with various business leaders to support financial planning and analytics, along with crafting insightful...  ...minimum of 4 years' experience in finance. The position features a hybrid work model with flexible days in the office, and offers competitive... 
    Work at office
    Flexible hours

    name

    New York, NY
    3 days ago
  •  ...Apple Bank for Savings is seeking a Universal Banker in New York. This hybrid role encompasses both customer service and Teller duties, requiring exceptional communication and problem-solving skills. Successful candidates will engage with clients, process transactions... 
    Work at office

    Apple Bank for Savings

    New York, NY
    3 days ago
  • $140k - $170k

     ...have a strong educational background and analytical skills. Deutsche Bank offers a hybrid working model, competitive compensation ranging from $140,000 to $170,000, along with benefits that support overall well-being at every stage of life. #J-18808-Ljbffr Deutsche Bank

    Deutsche Bank

    New York, NY
    3 days ago
  •  ...a Bachelor's degree and at least 7 years of related experience. The position supports loan officers and analysts, supervises credit analysts, and offers a hybrid work schedule. Benefits include medical, dental, and a 401k plan. #J-18808-Ljbffr Columbia Bank New Jersey

    Columbia Bank New Jersey

    New York, NY
    5 days ago

Do you want to receive more vacancies?

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