Wealth Planner & Investment Advisor (Mass Affluent)

KeyBank in Mansfield, OH is seeking a Private Client Advisor focused on Mass Affluent clients, delivering planning-based investment solutions and financial wellness conversations. This role partners with Retail Branch Managers to identify full relationship opportunities and aims to grow assets from $250k to $2M. The ideal candidate will manage a book of business, meet sales goals, and collaborate with branch staff to deliver comprehensive investment strategies and cross-sell bank products. #J-18808-Ljbffr