Mass Affluent Private Client Advisor & Planner

KeyBank; City of Plattsburgh (NY); On-site; USD 56,160 - 68,640; Full time

Benefits offered by this job

Commission and incentive compensation

Flexible work options

Job summary

A national financial institution is seeking a Private Client Advisor in Plattsburgh, NY to focus on its Mass Affluent client base. The Advisor will provide investment solutions, develop comprehensive financial plans, and maintain relationships with banking teams. Ideal candidates will have a strong client-centric focus, sales ability, and experience in the investment market. A High School Diploma and relevant financial licenses are required. This position includes a base salary of $62,400 and potential commission.

Qualifications

• High School Diploma or equivalent experience required.
• Bachelor's Degree preferred.
• FINRA Security Industry Essentials (SIE) required upon hire.

Responsibilities

• Grow new clients and expand existing relationships.
• Host Financial Wellness conversations and develop comprehensive financial plans.
• Provide needs-based financial solutions to clients.

Skills

Client centric focus

Sales ability

Collaborative team member

Knowledge of investment market

Education

High School Diploma or equivalent

Bachelor's Degree

Job description

A national financial institution is seeking a Private Client Advisor in Plattsburgh, NY to focus on its Mass Affluent client base. The Advisor will provide investment solutions, develop comprehensive financial plans, and maintain relationships with banking teams. Ideal candidates will have a strong client-centric focus, sales ability, and experience in the investment market. A High School Diploma and relevant financial licenses are required. This position includes a base salary of $62,400 and potential commission.