Wealth Planning & Investment Advisor — Mass Affluent
Listed on 2026-10-07
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Key Bank is seeking a Private Client Advisor to serve Mass Affluent clients in Albany, NY, focusing on planning and financial wellness. You will deliver investment solutions, identify full-relationship opportunities, and partner with Retail Branch Managers and Centers of Influence to drive growth.
The role emphasizes a consultative sales process, coordination of investment product delivery, and active participation in the branch team. Licenses are required or obtained after hire.
We are currently recruiting a Wealth Planning & Investment Advisor — Mass Affluent for our team in City of Albany, NY, United States.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planning & Investment Advisor — Mass Affluent role in the description above.
We appreciate your interest in this position.
Join Key Bank and contribute to our ongoing work.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).