Private Client Wealth Advisor
Job in
Springboro, Warren County, Ohio, 45066, USA
Listed on 2026-05-24
Listing for:
KeyBank
Full Time
position Listed on 2026-05-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Key Bank is seeking a Private Client Advisor in Springboro, Ohio, to focus on the Mass Affluent client base. This role emphasizes financial wellness and investment services, requiring collaboration with Retail Branch Managers and strong relationship-building skills.
The ideal candidate will manage clients with investable assets over $250,000, provide comprehensive financial solutions, and coordinate investment product delivery. The position offers room for growth and requires FINRA certifications upon hire.
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