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Mass Affluent Investment & Financial Planning Advisor
Job in
Mansfield, Richland County, Ohio, 44904, USA
Listed on 2026-07-01
Listing for:
KeyBank
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Key Bank in Mansfield, Ohio seeks a Private Client Advisor to manage Mass Affluent client relationships. The Advisor will provide investment solutions, conduct Financial Wellness sessions, and target clients with significant investable assets.
This role requires strong relationship-building skills and the ability to navigate financial services. Candidates should have a High School Diploma and ideally a Bachelor's Degree along with relevant licenses.
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