More jobs:
Wealth Advisor: Private Client; Mass Affluent
Job in
Yakima, Yakima County, Washington, 98903, USA
Listed on 2026-01-13
Listing for:
KeyBank
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Sales, Financial Consultant -
Sales
Financial Sales
Job Description & How to Apply Below
A financial services firm in Yakima seeks a Private Client Advisor focused on the Mass Affluent client segment. In this role, you will provide investment solutions and build client relationships, targeting individuals with investable assets exceeding $250,000. Key responsibilities include developing financial plans, collaborating with branch teams, and achieving sales goals. Candidates should hold a High School Diploma or Bachelor's Degree, alongside required FINRA licenses.
Competitive annual salary of $77,969 with commission and incentives included.
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