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KeyBank

Wealth Advisor: Private Client (Mass Affluent)

KeyBank, Yakima, Washington, United States, 98903

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A financial services firm in Yakima seeks a Private Client Advisor focused on the Mass Affluent client segment. In this role, you will provide investment solutions and build client relationships, targeting individuals with investable assets exceeding $250,000. Key responsibilities include developing financial plans, collaborating with branch teams, and achieving sales goals. Candidates should hold a High School Diploma or Bachelor's Degree, alongside required FINRA licenses. Competitive annual salary of $77,969 with commission and incentives included. #J-18808-Ljbffr