2 financial solutions advisor jobs found in Shelton

Location: 410 W Railroad Avenue - Shelton, Washington 98584-3545 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M in investable assets. The PCB helps new and existing clients achieve confidence in their financial wellness by assessing their financial needs, gathering and documenting client data, and offering appropriate products and services. PCBs identify products and services to meet client needs and refer to appropriate sales professionals in Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their...

Job Classification: Sales - Sales At Prudential, we believe talent is key to achieving our vision. When you join Prudential, you’ll unlock a motivating and impactful career while growing your skills and advancing your profession at one of the world’s leading financial services institutions. Retirement is one of the most important financial challenges facing people today. Prudential’s Individual Retirement business helps clients address that challenge through retirement income, protection, and annuity solutions. The Opportunity: Prudential is seeking a highly motivated Internal Wholesaler to join our growing IMO distribution organization. In this role, you will partner closely with a Regional Vice President to grow assigned accounts, with a significant focus on building relationships directly with financial professionals and independent agents. You will combine proactive sales activity, annuity industry knowledge, relationship development and territory management to...