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Private Client Advisor – Financial Wellness

Job in Mount Vernon, Skagit County, Washington, 98273, USA
Listing for: KeyBank
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Job Description & How to Apply Below

Key Corp's Private Client Banker role in Mount Vernon, WA focuses on the entire client relationship with a plan-based approach to financial advice and solutions for clients with up to $2M in investable assets.

You will assess client needs, gather data, and refer to specialists in Retail, Investment Services, Private Bank, Mortgage, or Business Banking while upholding Key's client-centered service standards.

The following opening is for a Private Client Advisor – Financial Wellness with Key Bank.

The Private Client Advisor – Financial Wellness position in the Finance, Sales field is open for applications.

We have an opening for a Private Client Advisor – Financial Wellness in Mount Vernon, WA, United States within Finance, Sales.

This role, Private Client Advisor – Financial Wellness at Key Bank, could be your next move.

Are you ready to take on the Private Client Advisor – Financial Wellness role at Key Bank?

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