Private Client Advisor Wealth & Financial Wellness
Listed on 2026-10-13
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales, Portfolio & Asset Management
Key Bank is seeking a Private Client Banker to manage the full client relationship with a plan-based advisory approach. You will deliver financial solutions to clients with up to $2M in investable assets and coordinate with Investment Services, Private Bank, and Mortgage teams to tailor financial wellness plans.
Responsibilities include expanding the client base, maintaining relationships with high-net-worth clients, and ensuring compliance with policies.
We would love to welcome a new Private Client Advisor for Wealth & Financial Wellness to our group in Shelton, WA, United States.
The position is based in Shelton, WA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 34.000 - 52.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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