About this role
The Private Client Advisor focuses on the Mass Affluent client base by providing investment services and solutions to new and existing clients. This role involves building strong relationships with Retail Branch Managers and cross-selling investment products while ensuring comprehensive financial wellness planning for clients.
Required Skills
- Investment Services
- Financial Planning
- Sales Process
- Relationship Management
- Client Solutions
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA License S7
- FINRA License S66
- FINRA License S63 66 & 65
About KeyBank
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