Wealth Advisor Mass Affluent Clients
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Key Bank in Thornton, CO seeks a Private Client Advisor to focus on Mass Affluent clients, delivering investment solutions and financial wellness planning. You will build partnerships with branch teams and centers of influence while driving relationship growth and referrals.
Responsibilities include acquiring new clients, managing assets from $50k to $2M, and delivering comprehensive financial plans, with a strong emphasis on cross-selling and client-centric service.
We are currently recruiting a Wealth Advisor for Mass Affluent Clients for our team in Thornton, CO, United States.
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Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
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