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Mass Affluent Private Wealth Advisor; Hybrid
Job in
Beavercreek, Greene County, Ohio, USA
Listed on 2026-02-28
Listing for:
KeyCorp
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A financial services firm in Beavercreek, OH is seeking a Private Client Advisor to focus on a Mass Affluent client base. This position involves providing investment solutions and fostering strong partnerships with bank personnel. Candidates should have excellent sales experience and financial planning skills. Responsibilities include expanding client relationships and conducting financial wellness conversations, along with compliance to key policies.
The role is for full-time employment with a base salary of $55,000 and commission opportunities.
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