Financial Wellness Advisor
Keybank, National Association
KeyBank in Clackamas, OR seeks a Personal Banker to engage clients in conversations that uncover needs and guide financial wellness solutions. You will build relationships, attract new clients, and deepen existing ones while operating as part of the branch team. The role emphasizes client-first service, sales orientation, and collaboration with partners across the bank. Strong communication and a proactive, problem-solving mindset are essential in this fast-paced retail banking environment. #J-18808-Ljbffr KeyCorp
$80k
...we call home, one relationship at a time. ABOUT THE ROLE The Financial Advisor is a key member of the Trust and Wealth Management team,... ...including paid vacation time, paid flex (personal) time, paid wellness time, paid birthday, paid volunteer time off, and 11 paid holidays...SuggestedTemporary workLocal areaFlexible hours$50 - $60 per hour
...A technology firm specializing in AI is seeking a Financial Advisor to enhance AI training. This flexible role allows you to work remotely and set your own schedule. Responsibilities include reviewing AI outputs on finance, ensuring accuracy, and providing valuable feedback...SuggestedHourly payRemote workFlexible hours$90k - $110k
...Financial Advisor – Clackamas Office We are seeking a Financial Advisor to join our advisory team and take over an established client portfolio... ...– employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance...SuggestedFull timeTemporary workWork at officeFlexible hours- ...Job Description: As a Financial Solutions Advisor Stage I (FSA I), you will obtain the Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
$40 per hour
A technology company is seeking experienced cybersecurity professionals to evaluate AI-generated security content and solve cybersecurity problems. In this remote position, you will provide feedback to enhance AI models and ensure their output is valid. Candidates should...SuggestedHourly payRemote workFlexible hours- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve... ..., and access to the latest industry resources, you'll be well‑equipped to succeed in your new role. Our goal is to see you succeed...Local area
- ...Description Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you’ll serve existing clients, expand your network through business...Full timeWork at officeMonday to FridayFlexible hours
$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...Work at officeWork from homeHome officeFlexible hours$51.8k - $95.9k
...Responsibilities Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions through the sales of managed...Part timeLocal area- ...Here at Davis Family Financial services, we strive to put the needs of your family in the forefront of every decision made. Our company believes in taking on an educational approach to finances and to deliver our expertise to people from all backgrounds. Partnering with...Full timeTemporary workPart timeFlexible hours
- ...A technology company in the financial sector is seeking a Wealth Manager to enhance AI models. This role allows for remote work with flexible schedules and project choices. Candidates should have advanced degrees in finance or related fields, and experience in financial...Hourly payRemote workFlexible hours
- ...provide an opportunity for you to build a business you can call your own, and deepen your connection with the community? As a Financial Advisor, you will work directly with individuals, business people, and families to help them navigate through and secure their...Work experience placement
- ...Some Truth podcast and have been recognized among the top wealth advisors in our state. We need a sharp, capable advisor to work... ...a fee‑only firm A definite focus on tax management woven into financial planning Knowledge of executive stock option planning, including...Work at officeRemote workRelocation package
- ...investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and... ...or company you sell The look and feel of an independent advisor—with the benefits of being an employee Three retirement programs...
$110k - $120k
At LUX Infusion, we’re reimagining infusion care to be more human, supportive, and connected. Inspired by lux—meaning light - we guide patients, providers, and partners through complex therapies with clarity, compassion, and confidence. As a clinician-led, U.S.-based organization...- ...The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer...Full time
$50 - $60 per hour
A forward-thinking AI company is seeking a Financial Advisor to evaluate and improve AI performance in financial contexts. This role offers remote work flexibility, allowing you to choose projects and set your own schedule. Ideal candidates have advanced degrees in finance...Remote jobHourly payFlexible hours- Are you an Experienced Financial Advisor/Financial Planner seeking an opportunity to serve your clients better? At Prudential Advisors , we can offer you more: More support, More clients, More compensation, and More client satisfaction. We have opportunities throughout...Contract work
- Overview Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based... ...Position Overview Seeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal candidate will play a crucial...Local area
- ...Regional travel may be required. Description As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the importance of the customer experience, and the role each employee...Live outWork at office
$25 - $38.46 per hour
...Summary** Be a problem solver, trusted advisor, and partner to the people and businesses... ...relationship with a plan-based approach to financial advice. As a PCB, you will deliver and... ...achieve confidence in their financial wellness by assessing their financial needs, gathering...Hourly payWork experience placementFlexible hoursDay shift$18 - $20 per hour
...deepens knowledge of Columbia Bank's product and service offerings and stays current on changes. Discusses and uncovers customer’s financial needs to identify and offer appropriate products and services. Supports referral goals for branch by focusing and identifying and...Night shift- ...due to the volume of applicants. Join a financial services firm where your contributions... ...over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud... ...the firm and regulatory authorities, as well as required training to maintain license...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...anticipated to remain open for 30 days, from 20-Jul-2026. The posting may close early due to the volume of applicants. The Associate Financial Advisor works with a licensed Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with...Temporary workFlexible hours
$20.67 - $31.25 per hour
...Clackamas, Oregon 97015 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 financial wellness both in person and through proactive calling efforts. As part...Hourly payWork experience placementDay shift- ...This position offers the autonomy of remote work while contributing to meaningful outcomes for divorcing clients who need expert financial guidance. If you're an experienced mortgage professional who values precision, reliability, and purpose-driven work, we encourage...Full timeRemote work
- ...identify outages, transfer funds appropriately between bank accounts, and prepare timely reports for management. Work with Corporate Financial Services and Financial Analysts to research and resolve banking and General Ledger account outages related to Loan Servicing...Hourly payWork experience placementWork at office
- ## Teller - Part TimeApplylocations: Bandon, ORtime type: Part timeposted on: Posted Todayjob requisition id: 2026-15216## ***\*\*If you are a current FIB employee, please apply through the Career Worklet in the*** ***Employee Portal******.***This position is located at...Part timeNight shift
$37.44k - $39.07k
...Overview United Community is in search of a Teller I to join our team. As a Teller I, you will engage in a wide range of financial transactions and services for our valued customers. Whether it’s answering questions, addressing banking needs, or identifying opportunities...Full timeLocal areaRemote work- ...career. Make an impact providing expert financial advice with heart. Thrivent is a... ...helping them build, grow and protect financial well-being through purpose-based advice, investments... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor. Be the first to apply!
- financial planner Oregon, WI
- financial planning associate Oregon, WI
- associate corporate finance Oregon, WI
- wealth advisor Oregon, WI
- financial consultant Oregon, WI
- jde finance consultant Oregon, WI
- financial advisor Oregon, WI
- finance associate Oregon, WI
- financial planning administrator Oregon, WI
- financial associate Oregon, WI


