Private Wealth Advisor – Mass Affluent

KeyBank; Newcastle (WA); On-site; USD 70,172 - 85,765; Full time

Benefits offered by this job

Commission and incentive compensation

Flexible work options

Job summary

A banking institution is seeking a Private Client Advisor in Newcastle, WA, focused on Mass Affluent clients. This role involves growing client relationships, providing financial wellness strategies, and offering investment solutions. Candidates should have a strong client-centric approach, be able to sell investment products, and possess required financial licenses. The position offers a base salary of $77,969 annually, with eligibility for commissions and various benefits.

Qualifications

• High School Diploma or Bachelor's Degree preferred.
• Required FINRA licenses upon hire.
• Strong sales ability and client relationship skills.

Responsibilities

• Grow new clients and expand existing relationships.
• Host Financial Wellness conversations with clients.
• Provide comprehensive financial solutions to clients.

Skills

Client centric focus

Ability to sell investment products

Collaborative team member

Knowledge of investment market space

Education

High School Diploma

Bachelor's Degree

Tools

Financial services systems

Job description

A banking institution is seeking a Private Client Advisor in Newcastle, WA, focused on Mass Affluent clients. This role involves growing client relationships, providing financial wellness strategies, and offering investment solutions. Candidates should have a strong client-centric approach, be able to sell investment products, and possess required financial licenses. The position offers a base salary of $77,969 annually, with eligibility for commissions and various benefits.