Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor at KeyBank focuses on Mass Affluent clients, delivering investment solutions and financial-wellness based planning to grow and deepen client relationships. The role partners closely with branch managers and internal partners to identify opportunities across investments and banking products for households typically between $250,000 and $2 million in investable assets.
Required Skills
- Sales
- Financial Planning
- Client Relations
- Cross Selling
- Risk Management
- Communication
- Storytelling
- Analytical Thinking
- Collaboration
- Digital Awareness
+3 more
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
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!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Premier Client Banker - PNC Wealth Management
Quantitative Marketing(1 month ago)
Private Banking Officer I
Frost(1 month ago)
Wealth Planner
Barclays(1 month ago)
Software Engineer - Full Life Cycle
Lloyds Bank(1 month ago)
Client Support Specialist - Greater Kansas City, MO Area (REMOTE)
Fidelity(3 months ago)
Premier Client Banker - PNC Wealth Management
Quantitative Marketing(1 month ago)