More jobs:
Wealth Advisor - Private Client; Mass Affluent
Job in
Maple Heights, Cuyahoga County, Ohio, 44137, USA
Listed on 2026-04-21
Listing for:
KeyBank
Full Time
position Listed on 2026-04-21
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A leading financial institution in Maple Heights is seeking a Private Client Advisor to focus on investment services for Mass Affluent clients. The role involves growing client relationships, conducting Financial Wellness conversations, and working collaboratively with branch teams to achieve sales goals. The ideal candidate will have strong sales skills, a background in financial planning, and the ability to generate qualified referrals.
The job requires occasional travel and a valid driver's license for client engagements.
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