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Find Meaningful Work

Financial Wellness Job Search

Your search generated 122 results

Client Service Associate

Wetherby Asset Management San Francisco, California

You will work with a team of wealth management professionals and other Wetherby team members to provide excellent service to our internal and external clients. YOUR ROLE AND RESPONSIBILITIES: • Partner with client service team to provide ou...

Company type: Certified B Corporation Certified B Corporation

Company Name Wetherby Asset Management
Impact Area Education & Training
Financial Wellness
Company Type Certified B Corporation
Employment Full-time
Industry Financial Services
Job Type Finance & Accounting
Experience Entry Level
Country United States

Investment Associate

Wetherby Asset Management San Francisco, California

The Investment Associate position supports the Investment Team, Investment & Risk Committees, as well as our clients and internal client facing professionals. The Investment Associate is a key respondent to internal requests for relevant in...

Company type: Certified B Corporation Certified B Corporation

Company Name Wetherby Asset Management
Impact Area Education & Training
Financial Wellness
Company Type Certified B Corporation
Employment Full-time
Industry Financial Services
Job Type Finance & Accounting
Experience Experienced (Non-Manager)
Country United States

Wealth Associate

Wetherby Asset Management San Francisco, California

You will support senior Client Service members (Wealth Managers, Advisors) in servicing our client relationships. YOUR ROLE AND RESPONSIBILITIES: • Communicating effectively and concisely with clients and responding to clients questions' as...

Company type: Certified B Corporation Certified B Corporation

Company Name Wetherby Asset Management
Impact Area Education & Training
Financial Wellness
Company Type Certified B Corporation
Employment Full-time
Industry Financial Services
Job Type Customer Support & Service
Experience Experienced (Non-Manager)
Country United States

Mortgage Loan Assistant

Mascoma Bank Vermont

Our purpose is to provide exceptional customer service while improving our customers’ lives and our community. If you share this purpose, become part of our Certified B Corporation and join in our vision to be a force for positive change fo...

Company type: Certified B Corporation Certified B Corporation

Company Name Mascoma Bank
Impact Area Financial Wellness
Company Type Certified B Corporation
Employment Full-time
Industry Banking
Country United States

Small Business Specialist - Stratford

Libro Credit Union Ontario

Career Opportunity   With a purpose beyond profit, Libro Credit Union is proud to be a Certified B Corporation, joining leaders of a global movement of people using business as a force for good. Serving families, farms, and enterprises in s...

Company type: Certified B Corporation Certified B Corporation

Company Name Libro Credit Union
Impact Area Financial Wellness
Company Type Certified B Corporation
Employment Other
Industry Banking
Country Canada

Client Services and Operations Manager

Nia Global Solutions Oakland, California

Client Services & Operations Manager Job Description  Nia is a women-led impact investment firm dedicated to social justice and environmental sustainability. We are seeking a Client Services & Operations Manager to support the growth of our...

Company type: Certified B Corporation Certified B Corporation

Company Name Nia Global Solutions
Impact Area Financial Wellness
Company Type Certified B Corporation
Employment Full-time
Industry Financial Services
Job Type Finance & Accounting
Country United States

Underwriter

High Impact Analysis ALBANY, New York

High Impact is hiring a full-time Underwriter to lead real estate loan underwritings for impact lenders, including community development financial institutions, foundations, and government entities. This position may be based in our Albany,...

Company type: Certified B Corporation Certified B Corporation

Company Name High Impact Analysis
Impact Area Financial Wellness
Company Type Certified B Corporation
Employment Full-time
Industry Banking
Job Type Finance & Accounting
Country United States

Owner Experience Representative- London East

Libro Credit Union London, Ontario

Career Opportunity   Building a career at Libro puts you at the center of a movement to grow prosperity in southwestern Ontario. You become part of a team that is creating change and making a positive impact – socially, economically and env...

Company type: Certified B Corporation Certified B Corporation

Company Name Libro Credit Union
Impact Area Financial Wellness
Company Type Certified B Corporation
Employment Other
Industry Banking
Country Canada

Owner Experience Rep - Windsor-Essex (Financial/Banking)

Libro Credit Union Essex, Ontario

Career Opportunity   Who We Are  Imagine working for an organization where every employee and customer is an Owner.  No matter which type, everything we do at Libro is about helping people like you prosper.  We recruit and develop experts l...

Company type: Certified B Corporation Certified B Corporation

Company Name Libro Credit Union
Impact Area Financial Wellness
Company Type Certified B Corporation
Employment Other
Industry Banking
Country Canada

User Experience Designer - Digital

Libro Credit Union London, Ontario

Career Opportunity   Building a career at Libro puts you at the center of a movement to grow prosperity in southwestern Ontario. You become part of a team that is creating change and making a positive impact – socially, economically and env...

Company type: Certified B Corporation Certified B Corporation

Company Name Libro Credit Union
Impact Area Financial Wellness
Company Type Certified B Corporation
Employment Other
Industry Banking
Country Canada
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