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Financial Consultant Financial Advisor

Remote Private Client Advisor - Mass Affluent Investing

Remote / Online - Candidates ideally in
Burley, Cassia County, Idaho, 83318, USA
Listing for: KeyCorp
Remote/Work from Home position
Listed on 2025-12-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A national financial institution is seeking a Private Client Advisor to focus on mass affluent clients, providing tailored investment solutions. This role involves establishing partnerships, conducting Financial Wellness conversations, and developing strong client relationships. Qualified candidates will have a high school diploma or a bachelor's degree and required FINRA licenses. Strong collaboration, decision-making, and communication skills are essential for success in this position, which offers competitive compensation and benefits.
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