Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor at KeyBank focuses on the Mass Affluent client base, providing investment services and financial wellness solutions while establishing strong partnerships with Retail Branch teams. The role involves maintaining relationships with clients and expanding their investment opportunities through a consultative sales process, ultimately driving growth within the bank’s services.
Required Skills
- Client Relationship Management
- Consultative Sales
- Financial Planning
- Investment Solutions
- 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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