Financial Wellness Advisor
Keybank, National Association
KeyCorp is seeking a Personal Banker in Downingtown, Pennsylvania. In this role, you will engage with clients to discover their financial needs and provide tailored solutions. The ideal candidate will have a strong sales background and the ability to build lasting client relationships. A Bachelor's Degree is preferred alongside at least a year of related experience. This position offers a competitive hourly wage complemented by incentive compensation. #J-18808-Ljbffr
- ...KeyBank is seeking a Personal Banker in Exton, Pennsylvania. This role involves engaging clients to improve their financial wellness through personalized banking solutions. You will be responsible for establishing new client relationships, managing accounts, and meeting...Suggested
$20.19 - $30.77 per hour
...A financial services organization is seeking a Personal Banker in Darlington Corners to foster client relationships and ensure financial wellness. This role involves engaging clients, managing accounts, and achieving sales targets. Ideal candidates should have a strong...SuggestedHourly pay$20.67 - $31.25 per hour
A regional financial institution is seeking a Personal Banker in Kennett Square to drive client relationships and provide financial wellness guidance. The role entails opening personal and business accounts, engaging clients in meaningful conversations, and meeting sales...SuggestedHourly pay$55k - $156.45k
...calling on existing bank customers identified through the internal referral program. During the course of these customer meetings, the Financial Planner will need to explain the bank's brokerage services, discussing the advantages of proper planning, and obtaining the...SuggestedFor contractorsMonday to Friday- ...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...SuggestedTemporary workShift workDay shift
- ...an opportunity to contribute to the company's success. As a Financial Advisor within PNC Wealth Management, you will be based at our Thorndale... ...Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and...Full timeTemporary workPart timeWork experience placementWork at office
- ...Merrill Advisor Development Program - Financial Advisor: Philadelphia Market Wayne, Pennsylvania;Bala Cynwyd, Pennsylvania; Exton, Pennsylvania; Philadelphia... ..., time horizon, risk profile, and preferences as well as servicing client accounts Documents all client...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Bank of America in Exton, Pennsylvania is seeking a financial advisor to provide customized solutions for clients to achieve their financial goals. Responsibilities include meeting with clients to review financial plans, triaging requests, and recommending brokerage products...
$20.43 - $32.31 per hour
Fulton Financial in Exton, PA, is hiring a full-time Relationship Banker to deliver outstanding customer service and promote financial solutions. Your role will include engaging with customers directly, understanding their needs, and identifying banking opportunities. The...Hourly payFull time$14 - $16.5 per hour
...Wellness Coach Lionville Community YMCA - Exton, PA 19341 Overview Salary Range $14.00 - $16.50 Hourly Position Type Part Time Category Health/Wellness Description Embark on a Journey of Impactful Adventure Provide service to YMCA members in the fitness...Hourly payFull timePart timeImmediate startShift workWeekend workAfternoon shift- ...Financial Advisor Opportunity Vanguard is seeking talented Financial Advisors to join our dynamic team across our four sites: Scottsdale, AZ, Charlotte, NC, Malvern, PA, and Dallas, TX. In this role, you will build and maintain strong relationships with our clients,...
- ...A leading financial services institution in Pennsylvania seeks an experienced Financial Advisor for the Merrill Advisor Development Program. Responsibilities include engaging high-net worth clients, developing recommendations aligned with financial goals, and collaborating...TraineeshipWork at office
- JobRx, Inc. is seeking a Senior Analyst FP&A who will serve as a strategic business partner by providing financial insights and support to Corporate leaders. This hybrid position requires you to work onsite at least 3 days a week. The ideal candidate will possess 4-7 years...3 days per week
$16.5 - $23.27 per hour
...good working relationship with all bank employees. Demonstrates strong interpersonal skills with the ability to work independently, as well as motivated to work as a team player to contribute to the success of the branch and in turn, the organization. Attends and...For contractorsWork at officeNight shift- ...the customer by conducting needs-based conversations; offering financial & digital solutions, and/or referring the customer to appropriate... ...their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable...Work at officeLocal areaWork from homeFlexible hoursNight shiftAfternoon shift
- West Pharmaceutical Services, Inc in Exton, PA is seeking a Senior Analyst FP&A to support financial decision-making in Corporate functions. Your role will involve financial analysis, leading discussions, and contributing to executive summaries. The ideal candidate will...
$20.67 - $31.25 per hour
...Pennsylvania 19335 Job Summary Be 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 payWork experience placementDay shift- ...professional skills up to date and consistent with current technology. Must be a high energy individual who can multi-task and work well in stressful situations. Must be technically oriented and have excellent analytical, organizational and communication skills....
$70k - $100k
...Financial Advisor - Franklin Mint Federal Credit Union Your career path should lead to real opportunity LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at...Local area- ...Certified Financial Advisor Are you a Certified Financial Planner (CFP) looking for a rewarding career with a leading financial institution... ...while making a meaningful impact on our clients' financial well-being. Professional Growth: Benefit from a workplace that...Work at officeRemote workRelocationMonday to Friday
- PNC is seeking a Financial Advisor based in Thorndale, PA. This role focuses on consultation for investment and insurance strategies, building strong client relationships, and developing personalized financial plans. The ideal candidate will have a Bachelor’s degree and...
- ...Senior Financial Advisor Be a strategist. Be a guide. Be the difference. Money is personal. At its best, financial advice changes lives. As a Senior Financial Advisor, you won't just manage portfoliosyou'll help families retire with confidence, entrepreneurs turn...
- Job Title Salary Grade: Specialist Duties Represents the bank in a courteous and professional manner. Provides prompt, efficient, and accurate services to customers. Expands customer base through technical knowledge of retail services, products and selling techniques...
- ...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 officeShift work
- ...Function Citadel's Financial Service Representatives are on the front line of our retail offices and are relied upon to perform our customers' daily banking transactions. In this teller position it is necessary to balance quality customer service with the convenience...Work experience placementWork at officeLocal area
- 1246 Lancaster Ave, Downingtown, PA 19335, USA Citadel’s Financial Service Representatives are on the front line of our retail offices and are relied upon to perform our customers' daily banking transactions. In this teller position it is necessary to balance quality customer...Work experience placementWork at office
- ...Quality Talent Group is recruiting bankers for a leading financial services employer in Thorndale, PA. Join a team known for its commitment to talent development and receive comprehensive benefits, including health coverage and career advancement opportunities. The ideal...
$20.43 - $32.31 per hour
...approximately 40 hours per week) based out of our financial center in Exton, PA (Chester County).... ...relationships and become a trusted advisor. Actively promote a variety of banking solutions... ...engaging customers in the lobby as well as during transaction processing. Use digital...Hourly payFull timeTemporary workWork experience placementBank staffWork visaFlexible hours$25 - $38.46 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and... ...relationship with a plan‑based approach to financial advice. As a PCB, you will deliver and refer... ...clients achieve confidence in their financial wellness by assessing their financial needs,...Hourly payWork experience placementFlexible hoursDay shift- ...deliver a unique customer experience aimed at improving customer financial wellbeing and creating loyalty while increasing share of... ...educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally...Full timeTemporary workWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor. Be the first to apply!

