Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor at KeyBank focuses on serving Mass Affluent clients using financial planning and wellness as the foundation for client relationships. The role is the primary provider of investment services for local clients, targeting households with investable assets between $250,000 and $2 million. The advisor partners closely with branch managers and internal centers of influence to drive relationship growth and coordination of services.
Required Skills
- Financial Planning
- Sales
- Client Relationship
- Investment Solutions
- Cross-Selling
- Risk Management
- Communication
- Analytical Thinking
- Collaboration
- Digital Awareness
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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