Private Client Advisor
KeyBank(1 month ago)
About this role
The Private Client Advisor focuses on the Mass Affluent client base, utilizing financial wellness methodologies to provide investment solutions. This role involves establishing strong partnerships with Retail Branch Managers and providing comprehensive financial planning and investment services to clients with substantial investable assets.
Required Skills
- Financial Planning
- Sales Process
- Client Relationship
- Investment Solutions
Qualifications
- High School Diploma
- FINRA Security Industry Essentials (SIE)
- FINRA License S7
- FINRA License S66 or S63 and 65
- 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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