More jobs:
Wealth Advisor: Private Client; Mass Affluent
Job in
Bellevue, King County, Washington, 98009, USA
Listed on 2026-01-13
Listing for:
KeyBank
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A leading financial institution is seeking a Private Client Advisor to focus on investment solutions for Mass Affluent clients. Responsibilities include growing client relationships, conducting comprehensive financial wellness conversations, and partnering with branch teams to achieve sales goals. Candidates must have strong sales skills, a focus on client satisfaction, and required FINRA licenses upon hire. This position offers a competitive salary and opportunities for commissions and incentives alongside a supportive work culture.
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