Strategic Wealth Advisor for Mass Affluent Clients

KeyBank; Clawson (MI); On-site; USD 70,000 - 110,000; Full time

Job summary

KeyBank in Ann Arbor, MI is seeking a Private Client Advisor to serve Mass Affluent clients with planning and financial wellness at the core. You will lead with investments and holistic relationship building, delivering tailored investment solutions and strong service to a diverse client base.

Collaborate with branch staff to uncover full household opportunities, manage relationships from $50k to $2M, and drive growth through strategic referrals and trusted advice.

Qualifications

• High School Diploma or equivalent experience is required.
• Bachelor's Degree preferred.
• Licenses such as FINRA SIE, S7, S66/S63/S65 are expected per hire conditions.

Responsibilities

• Grow new clients and expand relationships with Mass Affluent clients with investable assets $50k+; target $250k–$2M.
• Host holistic Financial Wellness conversations and develop comprehensive financial plans.
• Provide needs-based investment solutions in collaboration with banking center staff.

Skills

Broad knowledge

Client-centric focus

Team collaboration

Office equipment familiarity

Education

High School Diploma or equivalent

Bachelor's Degree (preferred)

Job description

KeyBank in Ann Arbor, MI is seeking a Private Client Advisor to serve Mass Affluent clients with planning and financial wellness at the core. You will lead with investments and holistic relationship building, delivering tailored investment solutions and strong service to a diverse client base.

Collaborate with branch staff to uncover full household opportunities, manage relationships from $50k to $2M, and drive growth through strategic referrals and trusted advice.