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Financial Sales Insurance Sales

Hybrid Private Client Advisor - Mass Affluent Investing

Job in Lansdale, Montgomery County, Pennsylvania, 19446, USA
Listing for: KeyCorp
Full Time position
Listed on 2026-02-05
Job specializations:
  • Finance & Banking
    Financial Sales, Insurance Sales
  • Sales
    Financial Sales, Insurance 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 firm in Lansdale seeks a Private Client Advisor to manage and grow a portfolio targeting Mass Affluent clients. You will provide comprehensive investment solutions and cultivate relationships with branch teams and clients. Responsibilities include hosting financial wellness discussions and achieving sales production goals. Candidates should have a client-focused mentality, strong sales capabilities, and necessary financial licenses. Competitive salary offered, with flexibility in the work environment.
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