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Associate Private Client Advisor at KeyBank - ApplyBlast

Associate Private Client Advisor

KeyBank

9 days ago

3.6 on Glassdoor

Brewster, New York, United States

Onsite

Full Time

Junior

0 applicants

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About this role

The Associate Private Client Advisor partners with Private Client Advisors to support Mass Affluent clients through financial wellness planning and investment solutions. This role involves collaborating with branch teams and Centers of Influence to deliver comprehensive financial services and drive revenue growth. The position requires maintaining strong client relationships and utilizing consultative sales processes to meet production goals.

Responsibilities

Partner with Private Client Advisors to deliver investment solutions for Mass Affluent clients
Develop and execute Center of Influence strategies to grow year-over-year revenue
Utilize consultative sales processes to provide comprehensive financial solutions to clients

Skills

Qualifications

High School Diploma or equivalent experienceBachelor's DegreeFINRA Security Industry Essentials (SIE)FINRA License S7FINRA License S66 or S63 and S65

About KeyBank

key.com

Headquarters

Cleveland, Ohio, United States

Company Size

10001+ employees

Founded

1849

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