Private Client Advisor
KeyBank(1 month ago)
About this role
The Private Client Advisor serves as the primary investment advisor for KeyBank’s Mass Affluent clients, leading with financial planning and wellness to grow and deepen relationships. The role focuses on delivering investment solutions to clients with investable assets typically between $250,000 and $2 million while partnering closely with branch teams and centers of influence. The advisor supports cross-selling of bank products and referral generation across the Consumer Bank.
Required Skills
- Financial Planning
- Sales
- Client Acquisition
- Relationship Management
- Investment Solutions
- Cross-Selling
- Prospecting
- Communication
- Compliance
- Coaching
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability)
- Certified Financial Planner (CFP) (Preferred)
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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