Financial Wellness Advisor
Keybank, National Association
KeyCorp in Woodburn, OR is seeking a Personal Banker to support clients in their financial wellness journey. This role involves engaging clients through proactive dialogues and offering tailored financial solutions while working on achieving individual sales goals. The ideal candidate will have a high school diploma and experience in customer relationship development, complemented by sales-oriented skills. KeyCorp offers a competitive compensation package and a collaborative work environment. #J-18808-Ljbffr
- ...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...SuggestedTemporary workMonday to FridayShift workDay shift
- ...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
- ...Financial Solutions Advisor Registration Candidate- Williamette Valley Market Eugene, Oregon;Bend, Oregon; Bend, Oregon; Wilsonville, Oregon... ...supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Financial Solutions Advisor- Williamette Valley Salem, Oregon;Eugene, Oregon; Bend, Oregon; Bend, Oregon; Wilsonville, Oregon; Portland, Oregon... ...our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$20.67 - $31.25 per hour
...Woodburn, Oregon 97071**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's financial wellness both in person and through proactive calling efforts. As part...SuggestedHourly payWork experience placementFlexible hoursDay shift- ...curriculum and best practices Facilitate groups across age groups and cohorts, including Integrative curriculum, Support Staffing and Wellness Hour as needed Foster client engagement and group cohesion, encouraging client participation and fostering camera-on culture...Full timePart timeFor contractorsLocal areaRemote workWork from home
$80k - $105k
...Do you have a passion for helping others? Are you interested in developing a career assisting clients reach their long-term financial goals? We are looking to develop our next generation of Investments Counselors at Fisher Investments through the Investment Counselor Wealthbuilder...Work at officeWork from home- ...Managing Director | WealthBridge WealthBridge Financial Group is seeking a proven financial advisor for a strategic Managing Director . This role is... ...disability insurance for added peace of mind ~ Employee wellness programs and mental health resources ~ Career...Visa sponsorship
- ...curriculum and best practices Facilitate groups across age groups and cohorts, including Integrative curriculum, Support Staffing and Wellness Hour as needed Foster client engagement and group cohesion, encouraging client participation and fostering camera-on culture...Full timePart timeFor contractorsLocal areaRemote workWork from home
- Job Description Job Description Join Our Team at True North Group Position: Experienced Outside Sales Trainer Number of Openings: 1 Territory Representative Position Available The Role At True North Group, we believe great leaders don't just close sales...Weekly pay
$48 - $57 per hour
...Grant Financial Analyst JOB-10047164 Anticipated Start Date August 17, 2026 Location New York, NY Type of Employment Contract Hire Employer Info Our client provides top-ranked care, dozens of inpatient and outpatient specialties,...Hourly payFull timeContract workTemporary workWork at office$80k - $110k
...Job Description Job Description Insurance Sales Representative and Trainer About Us: RISE Financial is a rapidly growing leader in supplemental insurance solutions, committed to providing exceptional service to our communities. As we expand, we are looking...Weekly payFull timeTraineeshipMonday to FridayNight shiftWeekend work$75k - $95k
Job Description Job Description Outside Sales Representative & Trainer Mission First. Standards Matter. Leadership Earned. Divinity Group provides supplemental insurance solutions that help businesses protect their people. We are seeking a Sales Representative &...Full timeFor contractorsLocal areaRemote work$80k - $110k
...Job Description Job Description Sales Representative and Field Trainer Company: Canyon Creek Financial Employment Type: Independent Contractor | Business-to-Business Sales Earning Potential: $80,000$110,000 annually A Career With Purpose, Growth, and Impact...Weekly payFor contractorsLocal areaNight shiftWeekend work$85k - $95k
Job Description Job Description Sales Representative & Field Trainer Lead. Sell. Train. Achieve. Devine Business Group is seeking a full-time Sales Representative and Field Trainer for a motivated professional who thrives in business to business direct sales. This...Full timeFor contractors$25 - $45 per hour
Job Description Job Description Are you a dedicated and motivated personal trainer looking to make a significant impact on individuals' lives? We are actively seeking exceptional trainers to join our team and deliver personalized fitness experiences in the comfort ...Hourly payFlexible hours$80k - $110k
...eager to stand out, prove themselves, and take on leadership and training roles as they grow with the company. About Us: RISE Financial is a growing supplemental insurance company committed to providing excellent service and products to our clients. Our core values...Full timeMonday to FridayFlexible hoursNight shiftWeekend work- Job Description Job Description Outside Sales Representative & Trainer About Us: At Divinity Group , we empower ambitious professionals to achieve more. We deliver innovative supplemental insurance solutions while celebrating high performers. This is a role for...
$75k - $95k
Job Description Job Description Sales Representative & Field Trainer Take Control. Lead the Charge. Make Your Mark. Divinity Group is seeking a Sales Representative & Field Trainer for professionals who thrive on independence, authority, and measurable impact. ...$80k - $110k
...Job Description Job Description Sales Representative & Field Trainer About Us At RISE Financial , we are a forward-growing supplemental insurance company committed to integrity, exceptional service, and continuous improvement. Our mission is to serve small and...Weekly payFull timeMonday to FridayNight shiftWeekend work$75k - $95k
Job Description Job Description B2B Sales Representative & Trainer Where Grit Meets Growth Are you driven, competitive, and thrive in roles where your success is in your handsbut you're not alone ? At Divinity Group , we're looking for athletic-minded, determined...For contractors$30 - $45 per hour
Job Description Job Description Are you a dedicated and motivated personal trainer looking to make a significant impact on individuals' lives? We are actively seeking exceptional trainers to join our team and deliver personalized fitness experiences in the comfort ...Hourly payFlexible hours$65k - $85k
Job Description Job Description Entry-Level Outside Sales Representative Teachers, Coaches & Educators Welcome Company: Impact Insurance Agency Pay: $65,000$85,000 average first-year income | Commission + Optional 6-Week Base Draw Schedule: Full-Time | Independent...Full timeFor contractorsLocal areaFlexible hours
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