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Financial Consultant

Mass Affluent Private Client Wealth Advisor

Job in Wenatchee, Chelan County, Washington, 98807, USA
Listing for: KeyBank
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 50000 USD Yearly USD 50000.00 YEAR
Job Description & How to Apply Below
A leading financial services provider is seeking a Private Client Advisor to focus on Mass Affluent clients, offering comprehensive investment solutions. The Advisor will grow client relationships with investable assets over $50,000, providing financial wellness discussions and thorough planning. The role requires strong sales skills, collaboration with banking staff, and necessary FINRA licenses. The position offers a competitive base salary, eligibility for incentives, and opportunities for flexible work arrangements.
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