Private Client Advisor
KeyBank
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.
Skills
Qualifications
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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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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$118k – $158k
per year