Financial Wellness Advisor - Hybrid Branch Role
$19.23 - $28.37 per hourKey Bank
KeyBank in Avon, Ohio is seeking a Financial Wellness Advisor to join their team. This hybrid role involves providing exceptional client service, processing financial transactions, and educating clients on financial wellness. Candidates should have a High School Diploma and experience in building client relationships, achieving sales goals, and cash handling. The position offers a competitive hourly rate of $19.23 - $28.37, along with potential incentive compensation and various benefits. #J-18808-Ljbffr
- ..., Ohio is seeking a Mortgage Loan Processor. This developmental role focuses on acquiring skills in mortgage loan processing, providing... ...laws, and proficiency in MS Office. The position offers a hybrid setup, working onsite two days a week. #J-18808-Ljbffr First Mutual...Suggested2 days per week
- Role, Inc. is hiring Financial Customer Associates in Westlake, Ohio. This full-time position enables you to make a significant impact in customers' financial decisions. Join a dynamic team where you will assist customers with their 401k accounts and provide essential...SuggestedFull time
- ...Fidelity’s services and tools. Ideal candidates should possess strong client relationship skills and understand financial services. The role offers a hybrid work environment and provides licensing support for FINRA certifications. Benefits include tuition reimbursement...SuggestedFull time
$19.23 - $28.37 per hour
...Summary Be a problem solver, trusted advisor, and partner to the people and... ...and solutions to assist in client's financial wellness, both in person and through... ...efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch...SuggestedHourly payWork experience placementWork at officeDay shift- Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers...SuggestedFull timeH1bWork at officeRemote workWork from homeFlexible hours
$25 per hour
Citizens Bank in Westlake, Ohio, is seeking outgoing individuals for customer-facing roles. Responsibilities include providing financial advice and building relationships with clients. Successful candidates will have a high school degree, 2 years in sales/customer service...$54.81k
A community college institution in Westlake, Ohio is seeking a Student Financial Assistance Advisor to manage financial aid services and ensure compliance with regulations. The role requires three years of financial aid experience and skills in advising, communicating...Full time- ...Position Summary: The Mortgage Loan Processor is a developmental role focused on acquiring additional skills and expertise in mortage... ...is usually quiet to moderate. This position is performed in a hybrid setting, two days a week onsite with typical work hours being 8....2 days per week
- ...Senior Analyst, Financial Planning & Analysis (FP&A) Goosehead Insurance has been disrupting... ...Planning & Analysis (FP&A) plays a key role in supporting strategic decision-making... ...physical, financial, mental and emotional wellness ~ Financial Solution Program Equal...Local area
- First Federal Lakewood is seeking a Universal Banker for its Westlake branch. This role involves providing exceptional customer service, cross-selling bank products, and ensuring compliance with bank policies. The ideal candidate will have some banking experience, strong...Flexible hours
- ...Loan Specialist Summary This role is responsible for the administration... ...ACBS. Balance and reconcile financial transactions and batches of... ...positions outside our branch network may be eligible for a... ...including health insurance coverage, wellness program, life and disability...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Role: Financial Consultant Type: Fulltime Location:Cleveland, OH Prioritized Must Have Skills for the Financial... ...of trust and confidence with our client to serve as the main advisor for their wealth management needs Discuss client investment...Full timeWork at officeRemote work
$30 per hour
...experience may substitute for education. Minimum of five (5) years of demonstrated experience in a progressively accountable role related to talent acquisition, staffing/placement, employee development, career coaching/consulting, and/or fields related to career...Full timePart timeInternshipWork at officeLocal areaAfternoon shift- ...Charles Schwab is seeking an Associate Wealth Advisor in Westlake, Ohio to support Wealth Advisors by managing client relationships and providing financial planning services. The role emphasizes mentorship and professional growth, preparing candidates for potential Wealth...Work at office
$54.81k
...Westshore Campus Reports To: Campus Director, Financial Aid & Scholarships Recruitment Type:... ...SUMMARY The Student Financial Assistance Advisor ensures College goals are met with being... ...borrowing situations when they occur as well as returning to lender the portion of loan...Full timeWork at officeWeekend workAfternoon shift$36k
...term opportunity with a growing financial services company that rewards... ...with employer contribution as well as paid time off (PTO), paid... ...will be a key team member in the branch. Your primary responsibility... ...operational tasks and serve as a role model to other team members....Hourly payTemporary workWork at officeFlexible hours- ...Financial Advisor Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial... ...clients. Successful candidates in this role possess an entrepreneurial mindset and... ...Windows applications and navigation as well as competency with Microsoft Word. Fully...
- ...skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative... ...for processing teller transactions as well as working as a member of the platform staff...Work experience placementWork at office
- ...PNC is seeking a Personal Banker for their Midway Mall Branch office in Elyria, Ohio. In this role, you will be responsible for acquiring and deepening the customer base through proactive sales and service activities. The ideal candidate will have a minimum of 3 years...Work at office
- Equitable Advisors in Westlake, OH is seeking motivated candidates to join their team as RBG financial professionals. You'll engage clients and work on retirement solutions tailored... ..., healthcare, and government sectors. This role offers a unique balance between...Flexible hours
- ...Fifth Third Bank in Westlake, Ohio is seeking a Personal Banker Associate I. This role focuses on using the consultative sales process to meet customers' financial needs while acquiring new households and deepening existing relationships. The successful candidate will...
$96k - $181k
...dedicated to serving our clients' financial needs through expert advice... ...acting as the primary client advisor developing and implementing strategies... ...in their existing book as well as collaborating with internal... .... Compensation for this role also includes eligibility for...Work experience placementWork at officeLocal areaNight shift$21 per hour
...difference for our customers and the branch team. What you'll do... ...to help them achieve their financial goals by providing... ...arrangements, education reimbursement, wellness programs and more. Note,... ...to estimate salary ranges for roles. If you apply and qualify for...Hourly payLocal areaFlexible hoursAfternoon shift$41.25k - $68.75k
...Personal Banker within PNC's Retail Branch Banking organization, Midway... ...to improve the customer's financial wellbeing. Collaborates with ecosystem... ...ecosystem partnerships as well as community Centers of... ..., skills, and abilities for a role. Listed below are skills, competencies...Full timeTemporary workWork experience placementWork at officeShift work- ...intend for the selected candidate for this role to work on site in the specified... ...approach to investing. As an Associate Wealth Advisor, you will be responsible for supporting 2... ...management expertise by providing customized financial planning, foundational portfolio needs,...Work at office
- ...success of our clients. This Consultant role combines client service excellence,... ...Responsibilities Serve as the trusted advisor to private investors and multi-... ...investment consulting, wealth management, or financial services ~ Excellent written and verbal...
$18 - $23.08 per hour
...problem solver, trusted advisor, and partner to the... ...clients, listen to uncover financial needs and transition... ...have a deeper financial wellness conversation. At KeyBank... ...functions in an in-person branch setting. Proactively... ...in a client service role (required) Experienced...Hourly payFull timeWork experience placementShift workDay shift$15.5 - $17.05 per hour
...education service, and uncovering financial needs for referral to the... ...: Achieve financial wellness activity goals, such as identifying... ...to participate in branch opening and closing tasks as... ...re interested in a corporate role or something customer-facing,...Hourly payFull timeWork experience placementWork at officeWeekend workAfternoon shift- ...education service, and uncovering financial needs for referral to the... ...: Achieve financial wellness activity goals, such as identifying... ...to participate in branch opening and closing tasks as... ...re interested in a corporate role or something customer-facing,...Part timeWork experience placementWork at officeWeekend workAfternoon shift
$96k - $181k
...dedicated to serving our clients' financial needs through expert advice... ...acting as the primary client advisor developing and implementing strategies... ...in their existing book as well as collaborating with internal... .... Compensation for this role also includes eligibility for...Work experience placementWork at officeLocal areaNight shift
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