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Remote Private Client Advisor – Wealth & Investment Planning

Remote / Online - Candidates ideally in
Covington, King County, Washington, USA
Listing for: KeyCorp
Remote/Work from Home position
Listed on 2026-01-12
Job specializations:
  • Sales
    Financial Sales
  • Finance & Banking
    Financial Sales, Financial Consultant
Salary/Wage Range or Industry Benchmark: 55000 - 77000 USD Yearly USD 55000.00 77000.00 YEAR
Job Description & How to Apply Below
A financial services organization in Covington seeks an experienced Private Client Advisor to manage relationships with Mass Affluent clients, focusing on financial planning and investment solutions. The role requires collaboration with Retail Branch Managers to identify sales opportunities, conduct comprehensive financial plans, and meet sales goals. Candidates should have a client-centric focus, strong sales abilities, and preferably hold a Bachelor's degree.

This position offers competitive compensation with a base salary range of $55,000 to $77,000 annually along with commission opportunities.
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