Financial Wellness Associate

What you’d do

Split time between client servicing and transaction support (70%) and proactive outreach to uncover client needs and offer financial wellness guidance (30%). Full-time branch role working with branch leadership on sales goals and referrals. 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 skills
• Cash handling experience
• Full-time branch schedule