Financial Wellness Advisor
Key Bank
KeyBank in Mishawaka, Indiana invites applications for a Personal Banker who will engage clients, uncover financial needs, and provide tailored guidance. You will attract new clients and deepen relationships with existing ones, collaborating with branch teammates and line-of-business partners to deliver financial wellness solutions. The role emphasizes client-first service, strong communication, and a competitive, self-motivated mindset. #J-18808-Ljbffr
$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 hours$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...SuggestedFull timeContract workFor contractorsWork at office$50k
...Edward Jones invites you to join as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities... ...training offered by the firm and regulatory authorities, as well as required training to maintain registrations and licenses...SuggestedWork at officeHome officeFlexible hours$61k - $119k
Overview 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...SuggestedWork at office- ...immigration sponsorship for this position.The RoleAs a Workplace Financial Consultant (WFC) within Fidelity’s Workplace Education,... ...awareness, participation, and utilization of available financial wellness and retirement programs.Acting as a key liaison between plan sponsors...SuggestedFull timeLocal area
- ...opportunity to contribute to the company’s success. As a Wealth Advisor in PNC Wealth Management, you will be based in Indiana.... ...on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and insurance...Full timeTemporary workPart timeWork experience placementWork at office
- ...standards.Develop and monitor the department budget working toward financial targets. Ensure proper documentation of services and submittal... .... Experience in job analysis and work site training, as well as an understanding of supported employment, social role valorization...Work experience placement
- ...Organization : Name MICHIANA IN Default: Location : City MISHAWAKA Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing...Work at officeLocal area
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 4627 S Miami Road - South Bend, Indiana 46614 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction...Hourly payWork experience placementWork at officeDay shift- ...The Ivy Tech South Bend/Elkhart service area seeks a Financial Aid Advisor to guide students and staff through federal and state aid policies, ensure accurate FAFSA processing, and deliver excellent customer service. You will handle inquiries, resolve problems, and help...
$19.23 - $28.37 per hour
...Indiana 46614 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities... ...and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30%...Hourly payFull timeWork experience placementWork at officeFlexible hoursDay shift- ...existing loans reviewed. This includes loan details, document review, financial copies, approvals, etc. Determines that loan file documentation... ...of the Credit Union. A professional appearance and attitude as well as the ability to communicate, coach, counsel, and motivate the...Work at office
$116k - $216k
...KPB) is dedicated to serving our clients' financial needs through expert advice and... ...client promise, acting as the primary client advisor, developing and implementing strategies based... ...worth clients in their existing book as well as collaborating with internal and external...Full timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$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 timeInternshipLocal areaFlexible hours- Northwestern Mutual in Mishawaka, Indiana, is seeking College Financial Representatives for their internship program. This opportunity allows you to build a financial planning practice while receiving support from a Fortune 500 company. Ideal candidates are full-time students...Full timeInternship
- ...I Commercial Relationship Manager III is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network of referral sources and Centers of Influence...Work at office
- ...Successful Candidate Attributes: • Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. • Maintains a database of past clients for marketing purposes. • History of closing at least 3-5 units per month...Remote work
$17 - $27.5 per hour
...client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are... ...occasionally participate in outside sales calls. Maintains well-developed knowledge of all products and services and effectively...Full timeImmediate start- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and accountable...Work experience placementWork at office
- ...Job Description A well-respected community bank serving Southwest Michigan is seeking an experienced Commercial Loan Officer... ...new business opportunities within the local market Analyze financial statements, credit histories, and cash flow projections to structure...Local area
- ...resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. The... ...multiple locationsReliable attendance is requiredAchieve financial wellness activity goals, such as identifying referral...Full timeWork at officeFlexible hoursShift workWeekend workAfternoon shift
- ...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 contributing...Full timeWork experience placementWork at officeWeekend workAfternoon shift
- ...resolving problems, providing education service, and uncovering financial needs for referral to the appropriate line of business. The... ...locations* Reliable attendance is required* Achieve financial wellness activity goals, such as identifying referral opportunities* Assist...Full timeWork experience placementWork at officeFlexible hoursShift workWeekend workAfternoon shift
$118.48k
...referred to as "CDM Smith") reserves the right to require background checks including criminal, employment, education, licensure, etc. as well as credit and motor vehicle when applicable for certain positions. In addition, CDM Smith may conduct drug testing for designated...For contractorsWork experience placementH1bImmediate start$22.34 per hour
Skills Trainer - South Bend Are you looking for a rewarding and supportive work environment with opportunities to grow? Join Oaklawn, where hope and healing begin, in addressing the mental health needs of our community. Who We Are Oaklawn is the leading provider...Work from homeRelocation packageWeekend workAfternoon shift$20.67 - $31.25 per hour
...Mishawaka, Indiana 46545 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...Hourly payWork experience placementDay shift- ...Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...This role is responsible for processing teller transactions as well as working as a member of the platform staff. Responsible and...Work experience placementWork at office
$116k - $216k
...KPB) is dedicated to serving our clients' financial needs through expert advice and... ...client promise, acting as the primary client advisor, developing and implementing strategies based... ...worth clients in their existing book as well as collaborating with internal and external...Work experience placementWork at officeLocal areaFlexible hoursNight shift- Job Description Job Description ➢ Who We AreAvenues Recovery Center is a nationwide network of drug and alcohol rehab centers with seventeen locationsacross five states. With an unrivaled, evidence - based clinical curriculum and highly individualized care,Avenues continues...Temporary workImmediate start
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