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Wealth Advisor: Private Client; Mass Affluent
Job in
Seattle, King County, Washington, 98127, USA
Listed on 2026-01-12
Listing for:
KeyBank
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Sales, Banking & Finance -
Sales
Financial Sales, Banking & Finance
Job Description & How to Apply Below
A leading financial institution in Seattle seeks a Private Client Advisor to focus on their Mass Affluent client base. The candidate will provide investment solutions, build client relationships, and collaborate with Retail Branch Managers. Responsibilities include growing new clients, conducting Financial Wellness conversations, and delivering comprehensive financial plans. Licenses such as FINRA S7 and S66 are required for this position, alongside a strong competency in sales.
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