KeyBank

Advisor Professional Development Program

KeyBank

21 days ago
Granite Falls, WA
Onsite
Full Time
Junior
0 applicants
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KeyBank
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About this role

A Private Client Advisor at Key Investment Services focuses on serving Mass Affluent clients by providing investment solutions and financial wellness planning, while building relationships with clients and collaborating with branch teams to identify growth opportunities.

Skills

Qualifications

Bachelor's DegreeCFP Courses (Preferred)
KeyBank

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

About KeyBank

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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