More jobs:
Wealth Planner & Investment Advisor; Mass Affluent
Job in
Mansfield, Richland County, Ohio, 44904, USA
Listed on 2026-07-16
Listing for:
KeyCorp
Full Time
position Listed on 2026-07-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Bank in Mansfield, OH is seeking a Private Client Advisor focused on Mass Affluent clients, delivering planning-based investment solutions and financial wellness conversations. This role partners with Retail Branch Managers to identify full relationship opportunities and aims to grow assets from $250k to $2M.
The ideal candidate will manage a book of business, meet sales goals, and collaborate with branch staff to deliver comprehensive investment strategies and cross-sell bank products.
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