Associate Private Client Advisor
KeyBank(28 days ago)
About this role
The Associate Private Client Advisor at KeyBank supports delivery of investment solutions for Mass Affluent clients, emphasizing planning and financial wellness. The role partners with branch teams and Private Client Advisors to help develop client relationships and contribute to revenue growth.
Required Skills
- Financial Planning
- Client Management
- Sales
- Relationship Building
- Investment Products
- Cross-Selling
- Due Diligence
- Communication
- Collaboration
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA Series 7 (S7)
- FINRA SIE
- FINRA Series 66 (S66)
- Resident State Insurance License
- FINRA Series 63 (S63)
- FINRA Series 65 (S65)
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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