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Private Client Advisor: Holistic Wealth & Investments

Job in Covington, King County, Washington, USA
Listing for: KeyBank
Full Time position
Listed on 2026-05-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    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.
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