KeyBank

Associate Private Client Advisor

KeyBank

3 months ago
Olympia, WA
Onsite
Full Time
Junior
0 applicants
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KeyBank
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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.

Skills

Qualifications

High School DiplomaBachelor's Degree (preferred)FINRA Series 7FINRA SIEFINRA Series 66
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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