Private Client Advisor: Holistic Wealth & Investments
$55k - $77kKey Bank
A financial services company in the United States seeks a Private Client Advisor to manage relationships with Mass Affluent clients, providing tailored investment solutions. The ideal candidate will conduct financial wellness conversations, execute sales processes, and collaborate effectively with retail teams. Required qualifications include a high school diploma and relevant licenses such as FINRA. The role offers a competitive salary of $55,000 to $77,000 annually, with additional commissions based on performance. #J-18808-Ljbffr
Vacancy posted 4 days ago
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