More jobs:
Wealth Advisor, Private Client; Mass Affluent
Job in
Pearl River, Rockland County, New York, 10965, USA
Listed on 2026-01-09
Listing for:
KeyCorp
Full Time
position Listed on 2026-01-09
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Location: Pearl River
A leading financial institution in Pearl River, NY is seeking a Private Client Advisor to focus on their Mass Affluent client base. The role involves providing investment solutions while establishing strong partnerships with branch teams. Responsibilities include growing client relationships, hosting Financial Wellness conversations, and coordinating investment services. A high school diploma is required, with relevant licenses upon hire. The position offers a competitive base salary of $62,400 annually, plus commission and incentives.
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