Hybrid Private Client Advisor - Invest & Grow Wealth
Job in
Goshen, Elkhart County, Indiana, 46528, USA
Listed on 2026-07-29
Listing for:
KeyBank
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Key Bank is seeking a Private Client Advisor in Goshen, Indiana to focus on Mass Affluent clients, delivering investment solutions and comprehensive financial planning. You will partner with Retail Branch Managers and Centers of Influence to uncover client opportunities and expand relationships, while collaborating with branch staff to deliver investment referrals and cross-sell core bank products.
The role emphasizes holistic financial wellness conversations, a consultative sales approach, and
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