Hybrid Private Client Advisor - Invest & Grow Wealth
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, 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
This is an excellent position to take on the Hybrid Private Client Advisor - Invest & Grow Wealth role at Key Bank.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Goshen, IN, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 49.500 - 60.500.
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