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Wealth Planning Advisor - Mass Affluent; Hybrid
Job in
Rutland, Rutland County, Vermont, 05702, USA
Listed on 2026-01-17
Listing for:
KeyBank
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A financial services institution is seeking a Private Client Advisor focused on Mass Affluent clients in Rutland, Vermont. This role involves developing investment services and financial wellness discussions. The advisor will grow client relationships with investable assets, host holistic financial conversations, and ensure product delivery while collaborating with branch teams. Candidates should have a high school diploma or equivalent, a sales-centric approach, and required financial licenses.
A base salary of $55,000 is offered, along with commission and flexible work options.
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