Private Client Advisor
KeyBank(1 month ago)
HybridFull TimeMedior$55,000 - $77,000Wealth Management
Apply NowAbout this role
The Private Client Advisor provides investment services and financial planning to KeyBank's Mass Affluent clients, focusing on clients with $50,000+ in investable assets and targeting households between $250,000 and $2 million. The role emphasizes financial wellness conversations and partnership with branch teams and centers of influence to grow relationships and referral opportunities.
Required Skills
- Financial Planning
- Sales
- Client Acquisition
- Relationship Management
- Cross Selling
- Investment Solutions
- Referrals
- Coaching
- Compliance
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Certified Financial Planner (CFP)
- State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability)
- 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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