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Private Client Advisor - Mass Affluent & Wellness

Job in East Haven, New Haven County, Connecticut, USA
Listing for: KeyBank
Full Time position
Listed on 2026-03-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • 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
Position: Private Client Advisor - Mass Affluent Growth & Wellness
A leading financial services firm is seeking a Private Client Advisor focused on Mass Affluent clients. This role involves building client relationships, executing sales strategies, and providing comprehensive investment solutions.

The right candidate will have a strong sales record, a client-centric approach, and experience in the investment market. Candidates are required to hold specific licenses upon hire. This position offers a commission structure and flexible working options.
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