Wealth Advisor for Mass Affluent Clients & Planning
Job in
Savin Rock, Connecticut, USA
Listed on 2026-08-03
Listing for:
KeyCorp
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Key Corp seeks a Private Client Advisor to grow and manage investments for Mass Affluent clients. Focus is long-term relationships, comprehensive financial planning, and leveraging branch teams for referrals.
The role targets clients with investable assets from $250k to $2M and requires licensure and CFP/insurance credentials as applicable. You will partner with retail managers, centers of influence, and bank staff to deliver investment solutions and broaden the relationship portfolio across
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