... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Gig Harbor, WA · On-site
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Gig Harbor, WA · On-site
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Portland, OR · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Portland, OR · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Poulsbo, WA · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Poulsbo, WA · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Canby, OR · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Canby, OR · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Vancouver, WA · On-site
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Vancouver, WA · On-site
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Detroit, MI · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Detroit, MI · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Amelia, OH · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Amelia, OH · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Poulsbo, WA · On-site
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Poulsbo, WA · On-site
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Portland, OR · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Portland, OR · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Portland, OR · On-site
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Portland, OR · On-site
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
$19.23 - $28.37/hr
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Seattle, WA · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Seattle, WA · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Seattle, WA · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Associate
Seattle, WA · On-site
... financial wellness, both in person and through proactive calling efforts (30% of time). As part of ... We take pride in serving our clients and making them feel that no bank will fight harder for them.
Financial Wellness Banker information
See salary details
$12.50 - $13.70
2% of jobs
$13.70 - $14.90
4% of jobs
$14.90 - $16.11
8% of jobs
$17.31 is the 25th percentile. Wages below this are outliers.
$16.11 - $17.31
10% of jobs
$17.31 - $18.51
15% of jobs
The median wage is $19.18 / hr.
$18.51 - $19.71
19% of jobs
$19.71 - $20.91
15% of jobs
$21.15 is the 75th percentile. Wages above this are outliers.
$20.91 - $22.12
10% of jobs
$22.12 - $23.32
7% of jobs
$23.32 - $24.52
5% of jobs
$24.52 - $25.72
4% of jobs
$12
$19
$25
How much do financial wellness banker jobs pay per hour?
As of Jun 16, 2026, the average hourly pay for financial wellness banker in the United States is $19.86, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $21.63 per hour, depending on experience, location, and employer.
What does a financial wellness banker do?
A financial wellness banker helps clients improve their financial health by providing advice on budgeting, savings, debt management, and financial planning. They often assess clients' financial situations, recommend appropriate products or strategies, and may use financial tools or software to support their guidance. This role typically requires strong communication skills and knowledge of banking products and financial principles.
What is the least stressful job in banking?
A Financial Wellness Banker typically experiences moderate stress levels, as the role focuses on providing financial education and guidance rather than high-pressure sales or risk management. The position often involves regular hours, client interactions, and requires strong communication skills, making it generally less stressful than roles in trading or investment banking.
What are the key skills and qualifications needed to thrive as a Financial Wellness Banker, and why are they important?
To thrive as a Financial Wellness Banker, you need a strong understanding of personal finance, banking products, and customer service, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with banking software systems, customer relationship management (CRM) tools, and relevant certifications such as NMLS registration are often required. Exceptional communication, empathy, and problem-solving skills help build trust with clients and tailor financial solutions to their needs. These skills and qualities are crucial for fostering long-term customer relationships, ensuring regulatory compliance, and supporting clients' financial health.
What is the difference between Financial Wellness Banker vs Financial Advisor?
| Aspect | Financial Wellness Banker | Financial Advisor |
|---|---|---|
| Credentials | Typically requires certifications like CFP or similar, but often less formal | Usually requires CFP, CFA, or other professional certifications |
| Work Environment | Bank branches, financial institutions, client meetings | Independent or firm-based, client offices, or virtual meetings |
| Employer & Industry | Banking and financial institutions | Financial planning firms, independent practices, or banks |
| Primary Focus | Providing financial education, basic financial products, and wellness guidance | Offering comprehensive financial planning and investment advice |
The main difference is that a Financial Wellness Banker focuses on financial education and basic financial products within banking environments, often with less emphasis on complex planning. In contrast, a Financial Advisor provides comprehensive financial planning and investment advice, often requiring advanced certifications. Both roles serve clients' financial needs but differ in scope and credentials.
What is the most stressful job in finance?
Financial Wellness Bankers often face stress related to managing client expectations, meeting sales targets, and staying updated on financial regulations. The role requires strong interpersonal skills and the ability to handle high-pressure situations, especially during market volatility or economic downturns.
How to work on financial wellness?
A Financial Wellness Banker can help clients improve their financial health by assessing their financial situation, creating personalized budgets, and recommending savings or investment strategies. Developing strong communication skills and staying informed about financial products and regulations are essential. Certifications like the Certified Financial Planner (CFP) can enhance credibility in this role.
How does a Financial Wellness Banker typically collaborate with other departments to support clients' financial goals?
As a Financial Wellness Banker, you’ll frequently work alongside colleagues from lending, investment, and customer service teams to provide comprehensive financial solutions for clients. This collaboration ensures that clients receive tailored advice and access to products that match their needs, such as loans, savings plans, or investment options. Regular communication and joint meetings with specialists allow you to address complex client situations more effectively. This team-based approach not only enhances the client experience, but also helps you learn from other professionals and expand your own expertise within the bank.
What is a Financial Wellness Banker?
A Financial Wellness Banker is a banking professional who helps clients improve their financial health by providing personalized advice, resources, and solutions. They assess customers' financial situations, set goals, and recommend banking products such as savings accounts, loans, and investment options. Their role focuses on educating clients about budgeting, saving, credit management, and other aspects of financial well-being. By building relationships and offering tailored guidance, Financial Wellness Bankers empower clients to make informed financial decisions and achieve greater stability.
More about Financial Wellness Banker jobs
What cities are hiring for Financial Wellness Banker jobs? Cities with the most Financial Wellness Banker job openings:
What job categories do people searching Financial Wellness Banker jobs look for? The top searched job categories for Financial Wellness Banker jobs are:
KeyBank rating
8.2
Based on 89 frontline employees who took The Breakroom Quiz
38th of 141 rated banks
Job description
Location:
3626 Highlands Ranch Parkway - Highlands Ranch, Colorado 80126
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
Education
Work Experience
Licenses and Certifications
Skills
Core Competencies
Physical Demands
Driving Requirements
Work Location Category
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 08/07/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
3626 Highlands Ranch Parkway - Highlands Ranch, Colorado 80126
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
- Acts as a resource to identify and resolve more complex client servicing issues.
- Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
- Consistently attains individual activity, behavior, and outcome goals and expectations.
- Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
- Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
- Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
- Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
- Work on Saturdays as directed by management.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.
Education
- High School Diploma GED, or equivalent business experience (required)
Work Experience
- Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
- Experienced in cash handling. (required)
- General understanding of PC with Windows based applications and calculator. (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)
Licenses and Certifications
- Notary License within 180 Days (preferred)
Skills
- Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
- Strong work ethic and high level of integrity.
- Excellent time management skills.
- Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
- Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
- Educating clients on financial concepts, products, and services to empower them to make informed decisions.
- Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
- Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
- Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
- Ability to gain market insight and spot trends to provide sound financial strategies.
Core Competencies
- All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.
Physical Demands
- Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
- May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
Work Location Category
- Office-Based
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 08/07/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
About KeyBank
Sourced by ZipRecruiter
Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.
Industry
Banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
Cleveland, OH, US
Year founded
1849