Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Fairbanks, AK · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Fairbanks, AK · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Westerville, OH · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Westerville, OH · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Hudson, NY · On-site
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Hudson, NY · On-site
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Fort Collins, CO · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Fort Collins, CO · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Pawling, NY · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Pawling, NY · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Scarborough, ME · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Scarborough, ME · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Ypsilanti, MI · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Ypsilanti, MI · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Cleveland, OH · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Quick apply
Financial Wellness Associate
Cleveland, OH · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Pawling, NY · On-site
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Pawling, NY · On-site
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Philadelphia, PA · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Philadelphia, PA · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Poulsbo, WA · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Associate
Poulsbo, WA · On-site
$19.23 - $28.37/hr
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Listens for clues for financial wellness opportunities during client conversations and then ... tele-consulting, outside calling, prospecting and networking. (required) * Experienced in cash ...
Financial Wellness Consultant information
See salary details
$45.5K - $57.2K
7% of jobs
$57.2K - $68.9K
7% of jobs
$77.6K is the 25th percentile. Wages below this are outliers.
$68.9K - $80.5K
14% of jobs
$80.5K - $92.2K
16% of jobs
The median wage is $96K / yr.
$92.2K - $103.9K
18% of jobs
$103.9K - $115.6K
11% of jobs
$117.2K is the 75th percentile. Wages above this are outliers.
$115.6K - $127.3K
17% of jobs
$127.3K - $139K
5% of jobs
$139K - $150.6K
4% of jobs
$150.6K - $162.3K
1% of jobs
$162.3K - $174K
0% of jobs
$45.5K
$103.9K
$174K
How much do financial wellness consultant jobs pay per year?
As of Sep 8, 2026, the average yearly pay for financial wellness consultant in the United States is $103,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $79,000.00 and $125,000.00 per year, depending on experience, location, and employer.
What is a financial wellness consultant?
A Financial Wellness Consultant helps individuals and employees improve their financial well-being by providing guidance on budgeting, saving, debt management, and retirement planning. They assess financial situations, offer personalized strategies, and educate clients on best practices for financial health. These consultants often work for financial institutions, employers, or as independent advisors. Their goal is to promote financial stability, reduce stress, and empower clients to make informed financial decisions.
What are typical daily responsibilities for a financial wellness consultant?
Financial Wellness Consultants spend much of their day meeting with clients to assess their current financial situations, set achievable goals, and create personalized action plans. They review budgets, analyze debt management strategies, educate clients on savings and investment options, and may conduct workshops or group seminars. Collaboration with other financial professionals, such as bankers, insurance agents, or benefit specialists, is common to ensure clients receive holistic advice. Consultants also stay current on financial regulations and industry trends to provide up-to-date recommendations. This dynamic role combines one-on-one guidance with educational outreach, offering variety and meaningful impact each day.
What are the key skills and qualifications needed to thrive in the financial wellness consultant position, and why are they important?
To thrive as a Financial Wellness Consultant, you need a solid understanding of personal finance, investment strategies, and financial planning principles, typically supported by a degree in finance, accounting, or a related field. Familiarity with financial planning software, budgeting tools, and relevant certifications such as Certified Financial Planner (CFP) or Accredited Financial Counselor (AFC) is often required. Outstanding interpersonal skills, active listening, and the ability to communicate complex financial concepts clearly can set you apart in this role. These capabilities are crucial for building trust with clients, delivering tailored financial guidance, and achieving positive client outcomes.
How much does a financial wellness consultant make?
The average salary for a financial wellness consultant ranges from $50,000 to $80,000 annually, depending on experience, location, and certifications. Many roles also offer bonuses or commissions based on client success and engagement.
What does a financial wellness consultant do?
A financial wellness consultant helps individuals or organizations improve their financial health by assessing their financial situations, providing advice on budgeting, saving, investing, and debt management. They often analyze financial data, develop personalized plans, and may hold workshops or coaching sessions to promote financial literacy and stability.
More about Financial Wellness Consultant jobs
What cities are hiring for Financial Wellness Consultant jobs?
Cities with the most Financial Wellness Consultant job openings:
What are the most commonly searched types of Financial Wellness Consultant jobs?
The most popular types of Financial Wellness Consultant jobs are:
What states have the most Financial Wellness Consultant jobs?
States with the most job openings for Financial Wellness Consultant jobs include:
What are popular job titles related to Financial Wellness Consultant jobs?
For Financial Wellness Consultant jobs, the most frequently searched job titles are:
KeyBank rating
8.2
Based on 99 frontline employees who took The Breakroom Quiz
54th of 176 rated banks
Job description
Location:
527 Chartiers Avenue - Pittsburgh, Pennsylvania 15136
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: 11/13/2026KeyCorp 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.
527 Chartiers Avenue - Pittsburgh, Pennsylvania 15136
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: 11/13/2026KeyCorp 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