Associate Private Client Advisor
KeyBank(1 month ago)
About this role
The Associate Private Client Advisor supports Private Client Advisors in delivering investment solutions and financial planning to Mass Affluent clients, emphasizing planning and financial wellness. The role partners with branch teams, Retail Branch Managers, and Centers of Influence to help develop client relationships and generate referrals.
Required Skills
- Financial Planning
- Client Management
- Sales
- Cross-Selling
- Due Diligence
- Communication
- Collaboration
- Prospecting
- Compliance
- Relationship Management
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Resident State Insurance License
About KeyBank
key.comEnjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!
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