Mass Affluent Wealth Advisor
KeyBank
KeyBank in East Haven is seeking a Private Client Advisor focused on the Mass Affluent client base. The role involves providing investment solutions, establishing partnerships with branch teams, and executing sales plans targeting clients with investable assets from $250,000 to $2 Million. Required qualifications include a High School Diploma or equivalent, along with various FINRA licenses upon hire. A collaborative approach and strong client-focus are crucial for success in maximizing client relationships and sales production, with the potential for commission and deferred incentives. #J-18808-Ljbffr KeyBank
Vacancy posted 2 days ago
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