Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor at KeyBank focuses on Mass Affluent clients, using financial planning and financial wellness as the foundation for client engagement. The role serves as the primary provider of investment services to clients with $50,000+ in investable assets and targets households typically between $250,000 and $2 million. The Advisor partners with branch teams and centers of influence to grow relationships and coordinate investment delivery.
Required Skills
- Financial Planning
- Client Acquisition
- Investment Solutions
- Cross-Selling
- Consultative Sales
- Relationship Management
- Referral Development
- Branch Collaboration
- Licensing Compliance
- Coaching
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Certified Financial Planner (CFP)
- Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability)
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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