Private Client Advisor: Holistic Wealth & Investments

KeyBank; Covington (WA); Hybrid; USD 55,000 - 77,000; Full time

Benefits offered by this job

Commission-based incentives

Flexible workspace options

Comprehensive benefits package

Job summary

A financial services company in the United States seeks a Private Client Advisor to manage relationships with Mass Affluent clients, providing tailored investment solutions. The ideal candidate will conduct financial wellness conversations, execute sales processes, and collaborate effectively with retail teams. Required qualifications include a high school diploma and relevant licenses such as FINRA. The role offers a competitive salary of $55,000 to $77,000 annually, with additional commissions based on performance.

Qualifications

• Sales experience in financial services with a successful track record.
• Ability to develop comprehensive financial plans for clients.
• Understanding of investment services and banking products.

Responsibilities

• Grow new clients and expand existing relationships with investable assets over $250,000.
• Conduct holistic financial wellness conversations and create financial plans.
• Collaborate with bank personnel to identify investment referral opportunities.

Skills

Sales and relationship management

Financial solution consulting

Client-centric focus

Collaborative teamwork

Education

High School Diploma

Bachelor's Degree

Job description

A financial services company in the United States seeks a Private Client Advisor to manage relationships with Mass Affluent clients, providing tailored investment solutions. The ideal candidate will conduct financial wellness conversations, execute sales processes, and collaborate effectively with retail teams. Required qualifications include a high school diploma and relevant licenses such as FINRA. The role offers a competitive salary of $55,000 to $77,000 annually, with additional commissions based on performance.