Private Client Advisor
KeyBank(1 month ago)
About this role
The Private Client Advisor at KeyBank is focused on providing investment services to Mass Affluent clients, utilizing a consultative approach to enhance financial wellness and planning. This role involves developing strong partnerships with branch teams and identifying growth opportunities to expand client relationships while achieving sales goals.
Required Skills
- Investment Services
- Financial Planning
- Sales Strategy
- Client Relationship Management
- Team Collaboration
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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