Private Client Advisor
KeyBank(1 month ago)
About this role
The Private Client Advisor partners with retail branch teams to provide investment solutions and financial planning for KeyBank's Mass Affluent clients. The role focuses on delivering holistic financial wellness conversations and comprehensive plans to grow relationships and drive referrals across consumer banking products. The Advisor targets clients with $250K–$2M in investable assets while supporting cross-selling and service delivery within assigned branches.
Required Skills
- Financial Planning
- Financial Wellness
- Sales
- Client Relations
- Investment Products
- Cross-Selling
- Branch Collaboration
- Account Management
- Compliance
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- CFP
- 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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