About this role
The Private Client Advisor at KeyBank focuses on serving the Mass Affluent client base, utilizing planning and financial wellness as a foundational approach. The role involves providing investment services and solutions, establishing strong relationships with clients and branch partners, and contributing to the growth of new and existing client relationships.
Required Skills
- Investment Services
- Sales Process
- Financial Planning
- Client Relationship Management
- Consultative Sales
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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