Financial Wellness Advisor — Hybrid Banking
Monmouth University
KeyBank is seeking a Financial Wellness Advisor to partner with clients in our Mercer Island branch. The role blends client servicing and transaction support, with a focus on uncovering needs and guiding clients toward financial wellness through proactive conversations and digital channels. In a hybrid platform, you will collaborate with branch leadership to prioritize high-impact activities, stay current on product guides, and help deepen client relationships while adhering to compliance and #J-18808-Ljbffr Monmouth University
- ...branch seeks a Personal Banker who acts as a trusted advisor and problem solver for individuals and small... ...clients in meaningful conversations, identify financial wellness opportunities, and guide them to suitable banking products while building lasting relationships. The...Suggested
$157.23k - $192.17k
At U.S. Bank, we’re on a journey to do our best. Helping... ...better and smarter financial decisions and enabling... ...planning. The Private Wealth Advisor (PWA) is responsible... ...preferredThis role is hybrid. Team members who are... ...California Fair Chance Act as well as the San Francisco...SuggestedFull timeWork experience placementLocal area3 days per week$157.23k - $192.17k
At U.S. Bank, we’re on a journey to do our best. Helping... ...better and smarter financial decisions and enabling... ...planning. The Private Wealth Advisor (PWA) is responsible... ...preferredThis role is hybrid. Team members who are... ...California Fair Chance Act as well as the San Francisco...SuggestedFull timeWork experience placementLocal area3 days per week- ...Financial AdvisorAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value...SuggestedTemporary workWork at officeFlexible hoursShift workDay shift
$92.87k - $152.57k
...through multiple integrated businesses. The Financial Advisor will support the Wealth Investments. The... ...appropriate investment strategies, as well as maintaining a high level of... ...optimum marketing potential while adhering to Bank, Broker-Dealer, FINRA and SEC rules and...SuggestedWork experience placementFlexible hours$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 2731 77th Avenue SE - Mercer Island, Washington 98040-2800... ...the people and businesses in our Key Bank communities. FWA's split their time between... ...time). As part of the branch team in a hybrid platform role, the FWA works closely with...Hourly payWork experience placementWork at officeDay shift- KeyBank in Seattle is seeking a Financial Wellness Advisor (FWA) to enhance client relationships and provide financial guidance. The FWA will split... ..., a high school diploma, and the ability to work in a hybrid model. You will play a critical role in ensuring clients feel...Remote work
- ...manage the full client relationship with a plan-based approach to financial advice. You will deliver tailored financial solutions to... ...$2M in investable assets and collaborate with Retail, Private Bank, and Investment Services teams. The role emphasizes building deep...
- Bank of America is seeking a client-focused financial advisor to help clients achieve financial goals by planning with investments and banking products. The role includes triaging leads, making referrals, and reviewing goals with clients. The position requires licensing...Work at officeShift work
$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. The position involves triaging client leads, making referrals... ..., including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments...Temporary workImmediate startMonday to FridayShift workDay shift$75k - $83k
...together, Mainspring Wealth Advisors, LLC is pleased to... ...clients with comprehensive financial planning and... ...Experience 2+ years Workstyle Hybrid in Bellevue, WA Employment... ...and their financial well-being. We're committed... ...markets, asset management, banking and other services to...Temporary workFor contractorsWork experience placementWork at office- ...investor and/or fund management instructions through various Internet banking platforms.Confirm expected cash activity was processed by the... ...and/or Investor/Shareholder servicesExperience in the financial services is a plus.SS&C Technologies offers a comprehensive total...Ongoing contractWork at officeLocal areaShift work
$92.22k - $106.1k
...and help shape the vision for our Workday Financials Practice. You will be responsible for... ...certifications such as FDM, Business Assets, or Banking"Armanino" is the brand name under which... ...arrangements 401K with Profit Sharing Wellness program Generous parental leave 11 paid...Full timeContract workLocal areaFlexible hours- LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs. This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Rated...Full timeWork at officeLocal area
$70k - $80k
...Financial AdvisorThis job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their... ..., including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies...Temporary workMonday to FridayShift workDay shift- ...Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and...Full timeRemote work
$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive... ...of Merrill coupled with the banking convenience of Bank of America.Merrill... ..., risk profile, and preferences as well as servicing client accountsDocuments...Interim roleWork at officeLocal areaImmediate startShift workDay shift$19.98 - $27.97 per hour
...Personal Financial Representative Salal Credit Union of Seattle, WA is looking to hire full... ...in sales, customer service, finance or banking? Would you like to work for an established... ...sell products and services to members as well as complete account transactions as...Hourly payFull timeImmediate startMonday to Friday$70k - $80k
...Financial Advisor This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their... ..., including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments...Temporary workMonday to FridayShift workDay shift- ...Columbia Bank is seeking a Personal Banker in Bellevue, WA to deliver exceptional client experiences and grow relationships. You will acquire new clients, open accounts, and refer to partners as needed, while originating consumer and small business lending opportunities...
- ...Bellevue, WA, US 1 Attachments Heritage Bank currently has an exciting opportunity to... ...a credit, including the preparation of financial spreads and projections in conformance with... ..., write, speak and understand English well. Working knowledge of accounting and finance...Hourly payFull timePart timeWork experience placementFlexible hours
- Bank of America in Seattle seeks a Financial Solutions Advisor Stage I to begin by obtaining SIE, Series 7, and Series 66 licenses and to develop foundational client-advisory skills. You will work first in a financial center, deliver core banking and investment solutions...
$185k - $250k
...re looking for a Senior Family Advisor (7+ years of experience) to... .... We are flexible and open to hybrid arrangements after an initial... ...multi-family office, private bank, or broker dealer, with experience... ...ongoing development programs Wellness reimbursement Parking provided...Full timeTemporary workWork at officeLocal areaMonday to FridayFlexible hours$70k - $80k
...immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I in Seattle. This role involves obtaining necessary securities licenses and mastering skills to provide client advice and solutions. The position requires bilingual Mandarin and offers training and support...Hourly payFlexible hours
$70k - $80k
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving... ...teammates' physical, emotional, and financial wellness through affordable, competitive and flexible...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- U.S. Bank in Bellevue, WA seeks a seasoned wealth management leader to retain and grow high net worth client relationships, building a team of banking, trust and investment professionals around each client. You will provide expert counsel across wealth-management disciplines...
$28.85 - $33.65 per hour
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...physical, emotional, and financial wellness, recognizing and rewarding... .... As a Financial Solutions Advisor Stage I (FSA I) , you will...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Financial Solutions Advisor Registration Candidate - Seattle South Join to apply for the Financial Solutions... ...Candidate - Seattle South role at Bank of America . Bank of America is guided... ...’ physical, emotional, and financial wellness, recognizing and rewarding performance...Full timeTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$28.85 - $33.65 per hour
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...physical, emotional, and financial wellness, recognizing and rewarding... .... As a Financial Solutions Advisor Stage I (FSA I), your journey...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift
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