Financial Wellness Associate

What you’d do

Split time between client servicing and transaction support (70%) and proactive conversations to uncover needs and offer financial wellness guidance (30%), in person and by phone. Full time branch role working with branch leadership on high-impact activities. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Experience developing client relationships and achieving sales goals
• Prospecting, networking, and tele-consulting experience
• Cash handling experience
• Full time branch-based role