Financial Wellness Associate

What you’d do

Provide client servicing and transaction support primarily in person and by phone, dedicating 70% of time to transactions and 30% to client engagement for financial wellness guidance. Work full time in a hybrid branch role coordinating with team members. Found on the employer's careers page on Oct 27, 2026. Apply through the link.

You’ll need

• Experience developing client relationships and achieving sales goals
• Experience with tele-consulting, outside calling, prospecting, networking
• Experience in cash handling
• Full-time schedule
• Hybrid work platform