Wealth Advisor, Private Client (Mass Affluent)
$62.4kKeybank, National Association
A leading financial institution in Pearl River, NY is seeking a Private Client Advisor to focus on their Mass Affluent client base. The role involves providing investment solutions while establishing strong partnerships with branch teams. Responsibilities include growing client relationships, hosting Financial Wellness conversations, and coordinating investment services. A high school diploma is required, with relevant licenses upon hire. The position offers a competitive base salary of $62,400 annually, plus commission and incentives. #J-18808-Ljbffr KeyCorp
Vacancy posted 2 days ago
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