More jobs:
Mass Affluent Private Client Advisor Planning
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-02-06
Listing for:
KeyBank
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services institution is seeking a Private Client Advisor in Cincinnati. The role focuses on serving Mass Affluent clients by providing tailored investment solutions and financial wellness planning. Responsibilities include growing client relationships and collaborating with branch teams to achieve sales goals. Ideal candidates will possess a strong sales background, relevant financial licenses, and a Bachelor's degree preferred. This position offers a base salary of $55,000 annually, along with commission and deferred compensation opportunities.
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