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Private Client Advisor — Wealth & Planning Mass Affluent
Job in
South Bend, St. Joseph County, Indiana, 46626, USA
Listed on 2026-07-27
Listing for:
KeyCorp
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Key Bank is seeking a Private Client Advisor to focus on Mass Affluent clients, using financial wellness as a core approach. You will provide investment services, identify full relationships, and collaborate with Retail Branch Managers and Centers of Influence to grow the book of business.
The role emphasizes planning, holistic financial conversations, and delivering tailored investment solutions while maintaining high ethical standards and regulatory compliance.
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