Wealth Planning Advisor Mass Affluent Clients
Listed on 2026-10-14
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Location: Town of East Greenbush
Key Bank is seeking a Private Client Advisor to serve our Mass Affluent clients. This role involves providing investment solutions, growing client relationships, and ensuring comprehensive financial wellness.
The ideal candidate will work closely with Retail Branch Managers and maintain strong partnerships, facilitating holistic financial strategies while targeting significant investable assets. This position includes a competitive salary starting at $62,400 per year and the potential for commissions and incentives.
This role is for the Wealth Planning Advisor for Mass Affluent Clients role at Key Bank.
Learn more about the Wealth Planning Advisor for Mass Affluent Clients role in the description above.
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