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Mass Affluent Private Client Advisor

Remote / Online - Candidates ideally in
Manchester, Hartford County, Connecticut, 06040, USA
Listing for: KeyCorp
Full Time, Remote/Work from Home position
Listed on 2026-03-14
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Mass Affluent Private Client Advisor — Hybrid Role
A leading financial services company in Manchester, CT is seeking a Private Client Advisor responsible for providing investment services to Mass Affluent clients. The role involves expanding client relationships, engaging in financial wellness conversations, and collaborating with branch staff to identify growth opportunities. A High School Diploma is required, with preferred certification in financial planning and securities licenses. This position offers competitive compensation with commission potential and requires occasional travel.
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