Mass Affluent Private Client Advisor
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-01-25
Listing for:
KeyCorp
Full Time
position Listed on 2026-01-25
Job specializations:
-
Sales
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Finance & Banking
Job Description & How to Apply Below
A leading financial services company is seeking a Private Client Advisor focused on the Mass Affluent client base in Brewster, NY. The ideal candidate will develop financial plans, grow new and existing client relationships, and collaborate with branch teams. A strong background in selling investment solutions and achieving sales goals is essential. Candidates should possess a high school diploma or equivalent, with a preference for a bachelor's degree, and required certifications upon hiring.
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