Mass Affluent Private Client Advisor | Financial Wellness
Job in
Covington, King County, Washington, USA
Listed on 2026-09-04
Listing for:
KeyCorp
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Key Corp's Private Client Advisor focuses on the Mass Affluent client base, using planning and financial wellness as the core methodology to deliver investment solutions for new and existing clients. The advisor builds strong partnerships with Retail Branch Managers and Centers of Influence, maintaining close collaboration with all partners in the bank.
The role emphasizes holistic financial wellness conversations, comprehensive financial planning, and seeking cross-sell opportunities across
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