KeyCorp
Mass Affluent Private Client Advisor & Planner
KeyCorp, Denver, Colorado, United States, 80285
A financial services company in Denver is seeking a Private Client Advisor to focus on developing relationships with Mass Affluent clients. This role requires expertise in providing investment solutions and promoting financial wellness. The ideal candidate will contribute to growing client assets, collaborate with branch staff, and manage investment product delivery. A strong client focus and valid FINRA licenses (S7 and S66) upon hire are essential qualifications. Competitive salary with commission eligibility is offered.
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