Wealth Planning Advisor - Mass Affluent Clients
Keybank, National Association
KeyBank in Seattle, WA seeks a Private Client Advisor to grow Mass Affluent relationships through planning and wealth solutions. You will deliver investment services and partner with branch teams to uncover full household opportunities. You will conduct holistic financial plans for clients with investable assets starting at $250k, and coordinate delivery with the banking center to maximize growth. Licenses or eligibility required; CFP preferred. #J-18808-Ljbffr KeyCorp
Vacancy posted 2 days ago
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