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Mass Affluent Wealth Advisor & Financial Planner

Job in Eagle, Ada County, Idaho, 83616, USA
Listing for: KeyCorp
Full Time position
Listed on 2026-06-08
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 55000 - 65000 USD Yearly USD 55000.00 65000.00 YEAR
Job Description & How to Apply Below

Key Corp in Eagle,  seeking a Private Client Advisor to serve the Mass Affluent client base. The Advisor will be responsible for delivering investment solutions and expanding client relationships, focusing on those with assets between $250,000 and $2 million.

The ideal candidate will engage in Financial Wellness conversations, leverage partnerships, and attain targeted sales and referral goals, ensuring compliance with all bank policies. A High School diploma is required, while a Bachelor's Degree and relevant licenses are preferred.

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