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Wealth Planning Advisor - Mass Affluent; Hybrid

Job in Rutland, Rutland County, Vermont, 05702, USA
Listing for: KeyBank
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Financial Consultant
  • Sales
Salary/Wage Range or Industry Benchmark: 55000 USD Yearly USD 55000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Planning Advisor - Mass Affluent (Hybrid)
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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