Financial Wellness Advisor
KeyBank
KeyBank is seeking a Personal Banker in Batavia, NY to engage clients, uncover financial wellness needs, and provide guidance on banking solutions. You will open personal and business accounts, build relationships with clients and partners, and support branch operations while complying with policies. Ideal candidates have 1 year of sales-driven relationship experience, knowledge of consumer credit, and strong communication skills. The role includes Saturday work and a Notary license is preferred. #J-18808-Ljbffr KeyBank
- A financial services organization is seeking a Senior Sourcing Recruiter to build a financial practice and guide clients with personalized advice. This role requires strong interpersonal skills and the ability to develop long-term relationships. Candidates should hold a...Suggested
- ...career. Make an impact providing expert financial advice with heart. Thrivent is a different... ...them build, grow and protect financial well‑being through purpose‑based advice, investments... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you...Suggested
- Thrivent is seeking financial advisors to build and grow their own practice, guiding Christians toward financial clarity and service. You’ll provide personalized advice and connect clients with Thrivent products while developing lasting relationships across communities...SuggestedFlexible hours
- Thrivent is seeking a financial advisor to build a practice that helps Christians achieve financial clarity and generosity. You will provide personal, actionable guidance and connect clients with Thrivent’s products and programs. You’ll develop long‑term relationships across...Suggested
- Thrivent Financial is recruiting a Financial Advisor in Geneva, IL to build a Christian-focused practice and provide actionable financial guidance across investments, insurance and banking. You will develop relationships, deliver workshops and market your practice while...SuggestedFlexible hours
- U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, appointment, and virtual channels, offering tailored banking guidance and digital-first solutions. You will assess needs, explain products, and support customers through opening ...
$90k - $100k
...candidates on behalf of our client for an FP&A Analyst position in St. Charles, Illinois. This role is responsible for driving financial performance, enabling data-driven decision-making, and partnering with business leaders to accelerate growth and profitability. The...$80k - $110k
...Financial Advisor Our client is a boutique wealth management firm located in Oakbrook Terrace, IL. This firm provides comprehensive financial planning and wealth management services to affluent and ultra-affluent families, corporate executives, professionals, and business...Summer work$45k - $100k
...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... ...regulatory authorities (FINRA and SEC), as well as required CE training to ensure...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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...Work at officeWork from homeHome officeFlexible hours$300k
...Senior Financial Advisor AFIN Family Wealth Management is a firm specializing in holistic financial planning for individuals and businesses... ...on multiple projects simultaneously Work independently as well as collaboratively within a team environment. Positive...Full timeWork at officeLocal area- ...Financial Advisor Location: Western Lombard, IL Job Type: Full Time Position Position (US citizens and those authorized to work in the US are encouraged to apply. We are unable to sponsor H1B Candidates at this time) Ideal Candidate Profile Minimum 1-3 years...Full timeH1b
$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...Full timeContract workFor contractorsWork at office- ...a premier firm specializing in holistic financial planning for individuals and businesses.... ...skilled and experienced Senior Financial Advisor to join our dynamic team. The successful... ...contribute meaningfully to the financial well-being of our diverse clientele in an innovative...Work at office
- ...Merrill Advisor Development Program - Financial Advisor: Chicago West Market Oak Brook, Illinois;Merrillville, Indiana; Hinsdale, Illinois; Lisle, Illinois... ..., time horizon, risk profile, and preferences as well as servicing client accounts Documents all client interactions...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$75k
...an opportunity to contribute to the company's success. As a Financial Advisor within PNC's Wealth Management organization, you will be based... ...Description 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$70k - $90k
...seek to perfect our craft of personalized financial planning with our team-based Roundtable... ...opportunity for an Associate Financial Advisor . As an AFA, you will work as part of an... ...clients achieve their financial goals as well as help the team meet objectives for sales...Full timeTemporary workFlexible hours- ...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... ...beginning on January 1 of each year, as well as sick time, personal days, and a paid day...Full timeTemporary workFlexible hours
- JMG Financial Group, Ltd. is seeking a Financial Advisor for their Downers Grove, Illinois location. The ideal candidate will have at least 5 years of client-facing experience and a CFP designation. This role involves managing the financial needs of high net worth individuals...
- Northwestern Mutual in Lombard, Illinois seeks a Financial Advisor who will help individuals and families achieve financial security. This role emphasizes building a personal business while receiving substantial training and support. The ideal candidate should be entrepreneurial...Flexible 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 advisor...Work at office- Northwestern Mutual is recruiting financial representatives who start by building a client base and earning licenses to become financial advisors. You will learn through award-winning training and work toward owning your own practice with uncapped earning potential under...
- Edward Jones seeks a financial advisor to build and grow their own practice with support from a branch team, home office, and regional advisors. With a long history and extensive client base across the U.S. and Canada, you’ll have the flexibility and backing to serve clients...Home office
- ...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...
- Northwestern Mutual offers a pathway to become a financial advisor by starting as a financial representative, focusing on client-building and obtaining licenses, with award-winning training and a national network for mentorship. The role emphasizes growing a client base...
$61k - $250k
Northwestern Mutual seeks a Financial Advisor in Oak Brook, Illinois. This role involves growing a client base, building personalized financial plans, and managing them to help clients achieve their goals. Successful candidates are driven, possess a Bachelor’s degree, and...$61k - $119k
Build a Business. Create Your Future. Financial Advisor | Northwestern Mutual Are you looking for more than a job? At Northwestern Mutual, we’re seeking ambitious, entrepreneurial professionals who want to build a long-term career helping individuals and families achieve...Night shift- Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you help clients achieve their goals through financial planning. Responsibilities Grow your client base by making new connections, maintaining a strong referral network...Remote work
$70k - $80k
...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...Temporary workShift workDay shift- Northwestern Mutual in Lombard, IL seeks an entrepreneurial Financial Advisor to build a personal practice and help individuals, families, and business owners reach financial security. You’ll leverage training, mentorship, and licensing support to launch a long-term business...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor. Be the first to apply!


