KeyBank

Assoc. Private Client Advisor

KeyBank

11 days ago
Dresher, PA
Onsite
Full Time
Junior
0 applicants
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KeyBank
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About this role

An Associate Private Client Advisor supports Private Client Advisors by focusing on Mass Affluent clients, delivering investment solutions and building strong partnerships with branch teams and centers of influence.

Skills

Qualifications

High School Diploma or equivalent experienceBachelor's Degree (preferred)FINRA Security Industry Essentials (SIE) Upon HireFINRA License S7 Upon HireFINRA License S66 or S63 and S65 Upon Hire
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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