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Associate Private Client Advisor - Mass Affluent
Job in
Bethlehem, Northampton County, Pennsylvania, 18020, USA
Listed on 2026-07-13
Listing for:
KeyCorp
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Key Corp in Dresher, PA is seeking an Associate Private Client Advisor to partner with Private Client Advisors serving Mass Affluent clients. You will assist with investment product delivery, client management, and cross-functional coordination with branch teams.
The role emphasizes relationship building and needs-based financial solutions, with required FINRA licenses (SIE, S7, S66/S63/S65) and CFP preferred; promotion to Private Client Advisor requires full licensing.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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