Private Client Advisor - Mass Affluent Investments
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Key Bank is seeking a Private Client Advisor focused on the Mass Affluent client base, delivering investment solutions and comprehensive financial planning. The role emphasizes building partnerships with Retail Branch Managers, teams, and Centers of Influence to drive household growth and cross-sell banking and investment services.
The position targets clients with investable assets from $50,000 up to $2 million, leading holistic wellness conversations and comprehensive financial plans to uncover
We are currently recruiting a Private Client Advisor
- Mass Affluent Investments for our team in Harleysville, PA, United States.
For the Private Client Advisor
- Mass Affluent Investments position at Key Corp, we are reviewing applications now.
Step into the Private Client Advisor
- Mass Affluent Investments role at Key Corp in Harleysville, PA, United States and grow with us.
Please review the full job details above before applying.
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