Mass Affluent Wealth Advisor | Investment & Planning
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Key Corp in Niagara Falls, New York, seeks a Private Client Advisor focused on Mass Affluent clients. You will lead with financial wellness, deliver investment solutions, and partner closely with Retail Branch Managers and Centers of Influence to grow relationships and client assets.
The role targets clients with investable assets from $50,000 up to $2 million, and requires FINRA SIE, S7, S66/S63 and 65 upon hire; CFP is preferred.
The Mass Affluent Wealth Advisor | Investment & Planning position in the Sales field is open for applications.
We invite applications for the Mass Affluent Wealth Advisor | Investment & Planning position located in La Salle, NY, United States.
The following opening is for a Mass Affluent Wealth Advisor | Investment & Planning with Key Corp.
Our group is growing, and we are hiring a Mass Affluent Wealth Advisor | Investment & Planning in La Salle, NY, United States.
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