Mass Affluent Wealth Planner & Client Advisor
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-06-14
Listing for:
KeyCorp
Full Time
position Listed on 2026-06-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
Key Corp in Cleveland, OH is seeking a Private Client Advisor to focus on our Mass Affluent client base, providing investment services and financial solutions. This role involves building strong relationships with clients and collaborating with branch personnel for successful outcomes.
The ideal candidate will drive new client growth and effectively execute financial plans for households with investable assets between $250,000 to $2 Million. Join us in making a difference for our clients while contributing to a highly collaborative team environment.
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