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Financial Sales Financial Consultant

Mass Affluent Wealth Advisor

Job in Bellingham, Whatcom County, Washington, 98227, USA
Listing for: KeyBank
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Private Client Advisor in Bellingham, WA. In this role, you will focus on serving the Mass Affluent client base through financial planning and investment solutions. Responsibilities include growing client relationships, conducting financial wellness conversations, and collaborating with branch staff. The ideal candidate has strong sales abilities and a commitment to client service, with a background in finance.

This position offers a competitive salary and benefits, prioritizing in-office presence while providing some flexibility.
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