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Mass Affluent Private Client Advisor — Associate

Job in Pearl River, St. Tammany Parish, Louisiana, 70452, USA
Listing for: KeyBank
Full Time position
Listed on 2026-07-10
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Services
Salary/Wage Range or Industry Benchmark: 56160 - 68640 USD Yearly USD 56160.00 68640.00 YEAR
Job Description & How to Apply Below
Location: Pearl River

Key Bank in Pearl River, NY seeks an Associate Private Client Advisor to assist Private Client Advisors with Mass Affluent clients, focusing on planning and financial wellness to propose investment solutions. You will collaborate with Retail Branch Managers and Centers of Influence to build relationships and cross-sell Key Investment Services.

Role supports branch teams, provides in-person client services, and targets referral growth; licensing requirements apply.

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Position Requirements
10+ Years work experience
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