Financial Wellness Advisor – Hybrid Banking
Job in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2026-08-13
Listing for:
KeyCorp
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Key Corp in Portland, Maine is seeking a client-focused Financial Wellness Advisor to service clients at 1 Monument Square. The role blends client servicing and transaction support, with about 70% in advisory activities and 30% in proactive client outreach to guide financial wellness.
As part of a branch team in a hybrid platform, you will collaborate with leadership to prioritize high‑impact activities, ensure strong client relationships, and adhere to compliance standards.
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