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Financial Sales Financial Consultant

Mass Affluent Wealth & Investment Advisor

Job in Blackfoot, Bingham County, Idaho, 83221, USA
Listing for: KeyBank
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Sales, Financial Consultant
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 50000 USD Yearly USD 50000.00 YEAR
Job Description & How to Apply Below
A leading banking institution seeks a Private Client Advisor to focus on the Mass Affluent client base, aiming to provide comprehensive financial solutions and investment services. This role requires a strong background in collaborative sales, supporting clients with investable assets over $50,000, ensuring all services align with their financial wellness needs. The successful candidate will engage in holistic financial conversations, manage relationships effectively, and coordinate with branch personnel to maximize client satisfaction and sales production.
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