Associate Private Client Advisor
KeyBank(1 month ago)
About this role
The Associate Private Client Advisor supports Private Client Advisors by focusing on Mass Affluent clients, emphasizing financial planning and wellness as the foundation for client interactions. The role helps deliver investment solutions, cultivate client relationships, and coordinate with branch teams and centers of influence to grow business and referrals.
Required Skills
- Financial Planning
- Client Management
- Sales
- Cross-Selling
- Relationship Building
- Investment Research
- Communication
- Teamwork
- Business Acumen
- Due Diligence
Qualifications
- High School Diploma
- Bachelor's Degree (preferred)
- FINRA Series 7
- FINRA SIE
- FINRA Series 66
- Resident State Insurance License
- FINRA Series 63
- FINRA Series 65
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!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Wealth Management Advisor (Andover, MA)
TIAA(1 month ago)
Wealth Management Advisor - San Antonio, TX
TIAA(2 months ago)
Financial Advisor- Centralized
MANUFACTURERS AND TRADERS TRUST COMPANY(1 month ago)
Wealth Management Advisor- Chapel Hill, NC
TIAA(1 month ago)
Wealth Management Advisor - St Louis, MO
TIAA(1 month ago)
Wealth Management Advisor- Fairfax, VA
TIAA(1 month ago)