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Wealth Advisor, Mass Affluent

Job in Eagle, Ada County, Idaho, 83616, USA
Listing for: KeyCorp
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 55000 USD Yearly USD 55000.00 YEAR
Job Description & How to Apply Below
A financial services institution is seeking a Private Client Advisor in Eagle, , focusing on Mass Affluent clients to provide investment solutions. The advisor will develop client relationships, enhance financial wellness, and achieve referral goals. Key responsibilities include engaging with clients to create financial plans and collaborating with branch teams. This full-time role requires strong sales skills, certifications, and a client-centric focus.

Base salary starts at $55,000 annually, with additional performance-based compensation.
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