More jobs:
Wealth Advisor, Private Client; Mass Affluent
Job in
Mansfield, Richland County, Ohio, 44904, USA
Listed on 2026-06-06
Listing for:
KeyBank
Full Time
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Consultant, Banking & Finance, Financial Sales
Job Description & How to Apply Below
Key Bank is seeking a Private Client Advisor in Mansfield, Ohio, to focus on its Mass Affluent client base, providing investment solutions and leading financial wellness conversations. This role involves establishing partnerships with Retail Branch Managers and expanding relationships with clients with investable assets between $250,000 to $2 Million.
The ideal candidate should possess a strong sales ability, a client-centric focus, and be a collaborative team member. They will ensure compliance with Key Bank policies while working closely with branch personnel and other teams.
The position is eligible for commission and deferred compensation, contributing to a dynamic and supportive work environment.
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