Financial Wellness Advisor & Relationship Builder
KeyCorp
KeyBank in Issaquah, WA is seeking a Personal Banker to engage clients in conversations, uncover needs, and guide solutions for financial wellness both in person and via proactive calling. The role emphasizes opening accounts, expanding client relationships, and meeting branch sales goals while maintaining compliance and high-quality service. Strong communication and teamwork are essential, with readiness to work Saturdays as directed. #J-18808-Ljbffr KeyCorp
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor & Relationship Builder in Issaquah, WA vacancy
- The Sherwin-Williams Company is seeking a Business Development Representative to initiate and manage relationships with customers, coordinating selling efforts to grow new and incremental sales with target accounts in Washington state. You will perform face-to-face calls...Suggested
- ...conversations, uncover needs, and provide tailored financial guidance for personal and business banking products. You will develop client relationships, expand service lines, and work with partners to deepen client financial wellness while meeting sales goals. This role...Suggested
- ...Issaquah, WA to engage clients in conversations, identify financial wellness opportunities, and guide them toward suitable banking solutions... ...a branch team to attract new clients and deepen existing relationships through proactive service and sales activity....Suggested
$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...' physical, emotional, and financial wellness, recognizing and rewarding performance,... ...strives for operational excellenceBuilds relationships with clients to meet financial...SuggestedHourly payWork at officeWeekend workDay shiftBank of America
Issaquah, WA1 day ago$20.19 per hour
WSECU is looking for a driven and relationship-focused Mortgage Loan Officer - External to expand their lending presence in the community. The ideal candidate will have at least three years of experience in mortgage loan origination, excellent networking skills, and the...SuggestedHourly payFull time$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ..., emotional, and financial wellness, recognizing and rewarding... ...us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...building and managing client relationships to considering a client’s...Hourly payFull timeWork at officeImmediate startShift workDay shift$85k - $95k
...Associate Financial Advisor (AFA) Location: Issaquah, WA | Full-Time Are you a client... ...with a clear path toward managing client relationships and future partnership within a... ...Strengths Strong relationship-builder who enjoys working directly with clients...Full timePrivate practiceWork at officeMonday to FridayWeekend workAfternoon shiftJambalaya Group
Issaquah, WA4 days ago$29.08 - $35.54 per hour
...Job Title Client Relationship Consultant Job Description Client Relationship Consultants build relationships with customers,... ...outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions...Temporary work$22.55 - $26 per hour
...Description The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As... ...initiatives Complete required compliance training within well-defined timelines and utilize available resources to...Hourly payWork at officeDigital FCU
Redmond, WA19 hours ago- ...Relationship Banker Bellevue, Washington **To proceed with your application, you must be at... ...guided by a common purpose to help make financial lives better through the power of every... ...' physical, emotional, and financial wellness through affordable, competitive and flexible...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Bellevue, WA3 days ago - ...guided by a common purpose to help make financial lives better through the power of every... ...’ physical, emotional, and financial wellness, recognizing and rewarding performance,... ...strives for operational excellence Builds relationships with clients to meet financial needs...Work at officeShift workWeekend workDay shift
Bank of America
Mercer Island, WA4 days ago $25 - $27.88 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...’ physical, emotional, and financial wellness, recognizing and rewarding performance,... ...strives for operational excellence Builds relationships with clients to meet financial needs...Hourly payWork at officeShift workWeekend workDay shiftBank of America
North Bend, WA1 day ago- JPMorganChase in Mercer Island, WA seeks a Financial Advisor to provide personalized investment solutions and foster client relationships. The ideal candidate has a minimum of 2 years experience in a financial advisor role and must possess Series 7 and 66 licenses. This...
- Bank of America is looking for a Financial Solutions Advisor Stage I in Issaquah, WA. In this role, you will start by obtaining your Securities Industry licenses and then begin building client relationships, offering financial advice and solutions. With opportunities for...Hourly pay
- ...Relationship Banker Sammamish, Washington;Sammamish, Washington; North Bend, Washington **... ...guided by a common purpose to help make financial lives better through the power of every... ...teammates' physical, emotional, and financial wellness, recognizing and rewarding performance,...Work at officeShift workWeekend workDay shift
Bank of America
Sammamish, WA4 days ago - Steller Wealth Planning, a Private Wealth Advisory Practice of Ameriprise Financial, is seeking an experienced Associate Financial Advisor to join our collaborative, relationship-driven team in Issaquah, WA. This role is designed for someone who wants to grow into leading...Private practice
- U.S. Bank is seeking a Client Relationship Consultant to engage customers across in-person, by appointment, and virtual channels, delivering... ...accounts, and collaborate with branch teams to meet customers’ financial needs with accuracy and care. #J-18808-Ljbffr Us Bank
$25 - $26.77 per hour
...seeking individuals in Bellevue to engage clients and assist with financial transactions through self-service resources. Responsibilities include processing cash transactions and building relationships to understand clients' financial needs. With a focus on customer service...Hourly pay$25 - $26.77 per hour
...include having deep conversations with clients to understand their financial and life priorities and connecting them to solutions that... ...’s risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. Follow established...Hourly payShift workWeekend workDay shift$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ..., emotional, and financial wellness, recognizing and rewarding... ...us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...building and managing client relationships to considering a client’s...Hourly payFull timeWork at officeImmediate startShift workDay shift$22.55 - $26 per hour
First Tech Federal Credit Union in Redmond, WA is seeking a Relationship Banker to serve as a frontline financial partner. You will process routine transactions, open deposits and loan accounts, and deliver consultative member service in person, over the phone, and by email...Hourly pay- Indigo Real Estate Services is seeking a Leasing Professional to drive customer service excellence and leasing operations for a multifamily property in Issaquah, WA. The role emphasizes occupancy maintenance, resident relations, and coordination with the property manager...
$80.17k
...Description The Financial Advisor at Addison Avenue Investment Services, a division of First Tech, partners with Seattle and Bellevue... ...for an entrepreneurial advisor who is energized by relationship development, employer engagement, and long-term business building...Work at officeFirst Tech Federal Credit Union
Redmond, WA1 day ago$88k - $150k
...wealth creators with complex financial lives, delivering integrated... ...an experienced Family Advisor to join our advisory team and... ...Advisor will play a key role in relationship management, business development... ...available ~ Wellness reimbursement ~ Regular...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hoursParcion Private Wealth
Bellevue, WA2 days ago$15 per hour
...Financial Solutions Advisor At Bank of America, we are guided by a common purpose to help make financial... ...physical, emotional, and financial well-being. Bank of America believes... ...America, we're creating real, meaningful relationships with individuals and businesses...Work at officeImmediate startShift workDay shiftBank of America
Redmond, WA4 days ago- ...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...skills and discover what you excel atall from Day One. Client Relationship Consultants build relationships with customers, engaging them...Temporary work
- ...at Modern Woodmen of America Launch your financial services career with an organization... ...needs. Our programs build and strengthen relationships, allowing for membership growth and greater... ...latest industry resources, you'll be well‑equipped to succeed in your new role. Our...Local area
Modern Woodmen
Issaquah, WA2 days ago $53k - $83k
...Financial Advisor Are you looking to advance your career in a role with meaningful work? Do you want the stability of an industry-leading... ...with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions...Full timeWork experience placementLocal areaDormont Manufacturing Company
Bellevue, WA18 hours ago$70k - $80k
...Financial Advisor At Bank of America, we are guided by a common purpose to help make financial... ...' physical, emotional, and financial wellness, recognizing and rewarding performance... ...to. Builds and nurtures strong relationships. Collaborates effectively with others...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where... ...s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...Full timeContract workFor contractorsWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor & Relationship Builder. Be the first to apply!
Related searches
- financial institutions Issaquah, WA
- financial banking Issaquah, WA
- financial sales Issaquah, WA
- finance financial Issaquah, WA
- financial aid Issaquah, WA
- financial Issaquah, WA
- ally financial Issaquah, WA
- emergent financial group Issaquah, WA
- healthcare financial consultant
- financial advisor training program