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Client Financial Wellness Advisor
Job in
Coventry, Tolland County, Connecticut, 06238, USA
Listed on 2026-07-22
Listing for:
KeyBank
Full Time
position Listed on 2026-07-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Key Bank's Coventry, CT branch is seeking a Financial Wellness Advisor who combines client service with transaction support in a hybrid role. You will engage clients in conversations, identify needs, and offer guided solutions to improve their financial wellness, supported by a branch team focused on service quality and growth.
The role requires strong communication, integrity, and the ability to educate clients on digital channels while managing routine transactions and referrals to deepen
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