Private Client Advisor
KeyBank
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.
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!
Recent company news
Banking DiveInvestor wants KeyBank CEO fired
Dec 5, 2025
PR NewswireMiddle Market Companies Defy Economic Headwinds: 72% Maintain Optimistic Outlook, New KeyBank Survey Reveals
Jul 24, 2025
NHL.comSabres announce 10-year extension of arena naming rights deal with KeyBank
Jul 30, 2025
Yahoo FinanceKeyBank Names Walters Corporate Responsibility Officer
Dec 10, 2025
PYMNTS.comKeyBank Invests in Qolo After Launching Virtual Account Management Solution
Jun 5, 2025
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