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Mass Affluent Private Client Advisor Wellness
Job in
Hamilton, Butler County, Ohio, 45013, USA
Listed on 2026-02-06
Listing for:
KeyBank
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
A leading financial institution in Hamilton, Ohio, seeks a Private Client Advisor to focus on Mass Affluent clients, delivering tailored investment solutions and fostering strong relationships. The role includes growing client portfolios, conducting financial wellness discussions, and collaborating with branch teams. Candidates need a high school diploma, sales experience, and relevant licenses. A competitive salary starting at $55,000 and benefits are offered, emphasizing in-office presence with flexible options.
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