Financial Wellness Associate

What you’d do

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

You’ll need

• Experience developing client relationships and meeting sales goals
• Prospecting, tele-consulting and networking skills
• Cash handling experience
• Full time branch schedule