Financial Wellness Advisor | Client Solutions
Job in
Dundee, Dundee City Area, DD1, Scotland, UK
Listed on 2026-01-14
Listing for:
KeyCorp
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services firm seeks a Financial Wellness Associate in Dundee to support clients' financial journeys. Engaging with clients both in-person and remotely, the associate will identify their needs and provide tailored financial solutions. Strong sales skills, client relationship management, and knowledge of financial products are essential in this hybrid role that combines client service with transaction support. Competitive hourly pay and benefits are included, with a focus on developing a supportive and inclusive workplace.
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