Private Client Advisor
KeyBank
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.
Skills
Qualifications
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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About KeyBank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$62k
per year