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Wealth Advisor: Private Client; Mass Affluent

Job in South Bend, St. Joseph County, Indiana, 46626, USA
Listing for: KeyCorp
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Sales
  • Sales
    Financial Sales
Salary/Wage Range or Industry Benchmark: 55000 USD Yearly USD 55000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor: Private Client (Mass Affluent)
A national financial services institution is seeking a Private Client Advisor in South Bend, IN. This role focuses on serving Mass Affluent clients with investment services. The Advisor is responsible for growing client relationships, conducting financial wellness conversations, and collaborating with branch teams. Required qualifications include a high school diploma and various financial licenses. A competitive salary of $55,000 and opportunities for commissions are offered, alongside flexible working options.
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