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Mass Affluent Wealth Planner & Investment Advisor

Job in Twin Falls, Twin Falls County, Idaho, 83303, USA
Listing for: KeyCorp
Full Time position
Listed on 2025-12-18
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 250000 USD Yearly USD 250000.00 YEAR
Job Description & How to Apply Below
A reputable financial institution in Twin Falls, , is seeking a Private Client Advisor to provide investment solutions to Mass Affluent clients. The ideal candidate will build strong relationships with clients, manage a portfolio of clients with over $250,000 in assets, and collaborate with Branch staff to uncover growth opportunities. Qualifications include a High School Diploma, relevant licenses, and a proven sales record.

A commitment to ethical conduct and compliance with policies is required for this role.
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