Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor serving KeyBank’s Mass Affluent clients focused on financial wellness and comprehensive planning to support clients’ investment and banking needs. The role acts as the primary investment services provider for existing and prospective clients, building partnerships across branch teams and centers of influence. The position supports client relationship growth and referral development within the retail bank network.
Required Skills
- Financial Planning
- Investment Solutions
- Client Acquisition
- Relationship Management
- Cross-Selling
- Consultative Sales
- Coaching
- Compliance
- Communication
- Prospecting
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA SIE
- Series 7
- Series 66
- Series 63
- Series 65
- Certified Financial Planner (CFP)
- State Insurance Licenses (Life, Variable, Accident & Health)
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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