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Financial Sales Financial Consultant

Wealth Advisor, Mass Affluent & Financial Wellness

Job in Newcastle, King County, Washington, USA
Listing for: KeyBank
Full Time position
Listed on 2026-01-12
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Sales, Financial Consultant
Salary/Wage Range or Industry Benchmark: 50000 USD Yearly USD 50000.00 YEAR
Job Description & How to Apply Below
A leading financial institution based in Newcastle is seeking a Private Client Advisor to focus on their Mass Affluent client base. The Advisor will provide investment solutions, aiming to grow client relationships with assets over $50,000. This role involves conducting comprehensive financial plans, utilizing a consultative sales approach, and collaborating with branch teams. The ideal candidate has strong sales skills, knowledge of investment services, and the ability to build lasting client relationships.

Competitive salary and commission structure offered.
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