Wealth Advisor: Mass Affluent Investments & Planning
KeyBank
KeyBank in Bellingham, Massachusetts is seeking a Private Client Advisor to enhance services for Mass Affluent clients. You will be responsible for providing investment solutions, leading financial wellness discussions, and developing strong partnerships with branch teams. The ideal candidate will have a strong sales background, relevant licenses, and a client-centric approach, with a focus on strategizing investment plans for clients with over $250,000 in assets. #J-18808-Ljbffr KeyBank
Vacancy posted 1 day ago
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