Private Client Advisor
KeyBank(1 month ago)
About this role
The Private Client Advisor serves KeyBank’s Mass Affluent clients, emphasizing financial planning and wellness as the foundation for delivering investment solutions. The role is the primary investment provider for clients with investable assets (commonly $250K–$2M) and partners closely with branch managers and centers of influence to grow relationships.
Required Skills
- Financial Planning
- Relationship Management
- Consultative Sales
- Investment Solutions
- Cross Selling
- Client Servicing
- Risk Management
- Analytical Thinking
- Communication
- Collaboration
Qualifications
- High School Diploma
- Bachelor's Degree (preferred)
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Valid Driver's License
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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