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Financial Consultant

Mass Affluent Private Client Advisor

Job in East Haven, New Haven County, Connecticut, USA
Listing for: KeyCorp
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services institution in East Haven is seeking a Private Client Advisor to focus on Mass Affluent clients. The Advisor will lead with planning and financial wellness and will be responsible for providing investment services while expanding client relationships. Key qualifications include a strong sales background, necessary financial licenses, and a collaborative approach to team dynamics. This position encourages flexibility with in-office presence and occasional travel while offering competitive compensation and benefits.
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