Private Client Advisor
KeyBank(1 month ago)
About this role
The Private Client Advisor will focus on providing investment services to KeyBank's Mass Affluent clients, emphasizing planning and financial wellness. The advisor will establish strong partnerships with Retail Branch Managers and teams, aiming to identify and expand relationships with clients who have investable assets ranging from $250,000 to $2 Million.
Required Skills
- Investment Services
- Financial Planning
- Sales Process
- Client Relationship Management
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA Security Industry Essentials (SIE)
- FINRA License S7
- FINRA License S66 or S63 and 65
- Certified Financial Planner (CFP)
- Resident State Insurance Licenses
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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