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Wealth Advisor: Mass Affluent & Financial Wellness
Job in
Dundee, Monroe County, Michigan, 48131, USA
Listed on 2026-02-06
Listing for:
KeyBank
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A prominent financial institution is seeking a Private Client Advisor in Dundee, MI, to provide investment solutions to Mass Affluent clients. The role involves expanding client relationships, conducting Financial Wellness conversations, and collaborating with branch staff. Ideal candidates should possess strong sales skills and relevant financial licenses. This position offers competitive compensation and a hybrid working model.
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