KeyBank
A major financial institution seeks a Private Client Advisor in Covington, WA. The role focuses on servicing Mass Affluent clients, providing investment solutions while fostering relationships. Responsibilities include managing a portfolio of clients with investable assets ranging from $250,000 to $2 million and conducting Financial Wellness discussions and plans. The ideal candidate holds a High School Diploma and the required financial licenses, along with proven sales ability and a strong client-focused approach. Competitive salary with commission opportunities.
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