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View this new "Private Client Advisor: Holistic Wealth & Investments" opening in Covington KY, USA. Apply for jobs in your niche area, and explore related local finance & banking / jobs in Covington and nearby county areas of Kentucky USA. Our established Learn4Good site has been online since 2003, and we do not charge jobseekers to use our job board.

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Wealth Management Financial Advisor / Consultant Portfolio & Asset Management Financial Sales

Private Client Advisor: Holistic Wealth & Investments

Job in Covington, Kenton County, Kentucky, 41011, USA

Listing for: KeyBank

Full Time position
Listed on 2026-10-07

Job specializations:

Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Sales

Salary/Wage Range or Industry Benchmark: 55000 - 77000 USD Yearly USD 55000.00 77000.00 YEAR

Job Description & How to Apply Below

A financial services company in the United States seeks a Private Client Advisor to manage relationships with Mass Affluent clients, providing tailored investment solutions. The ideal candidate will conduct financial wellness conversations, execute sales processes, and collaborate effectively with retail teams. Required qualifications include a high school diploma and relevant licenses such as FINRA. The role offers a competitive salary of $55,000 to $77,000 annually, with additional commissions based on performance.
Step into the Private Client Advisor:
Holistic Wealth & Investments role at Key Bank in Covington, WA, United States and grow with us. The Private Client Advisor:
Holistic Wealth & Investments role at Key Bank is now open for applications in Covington, WA, United States. Join us at Key Bank as our next Private Client Advisor:
Holistic Wealth & Investments in Covington, WA, United States.

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