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Mass Affluent Wealth Advisor | Holistic Financial Planning
Job in
Roe Park, Westchester County, New York, USA
Listed on 2026-07-29
Listing for:
KeyCorp
Full Time
position Listed on 2026-07-29
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Sales
Job Description & How to Apply Below
Key Corp's Key Bank Mass Affluent Private Client Advisor role in Cortlandt Manor, NY focuses on planning and financial wellness for clients with investable assets. You will deliver investment solutions to new and existing clients and build strong relationships with branch teams to drive growth.
You will conduct holistic financial wellness conversations, develop comprehensive financial plans, and coordinate delivery of investment products.
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