Financial Wellness Advisor — Hybrid Client Partner
Job in
Poulsbo, Kitsap County, Washington, 98370, USA
Listed on 2026-07-01
Listing for:
KeyBank
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant, Banking & Finance, Wealth Management
Job Description & How to Apply Below
Key Bank in Poulsbo, Washington is looking for Financial Wellness Advisors to serve clients both in branch and through proactive calls. In this hybrid role, you will foster relationships, manage transactions, and ensure clients' financial wellness through tailored recommendations.
The position requires strong client engagement skills, an understanding of financial products, and the ability to meet sales goals. The compensation package includes a competitive hourly rate along with additional incentive compensation.
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