Wealth Advisor: Financial Planning & Investments

A financial services firm in Harleysville, PA, is looking for a Private Client Advisor to serve Mass Affluent clients. This role involves leading investment services, implementing financial wellness strategies, and collaborating with branch teams to identify growth opportunities. Successful candidates will possess a strong client-centric approach, proven sales abilities, and relevant licenses. The position offers compensation based on commission and includes various company benefits, fostering a diverse and inclusive workplace. #J-18808-Ljbffr KeyBank