Private Client Advisor
KeyBank(1 month ago)
About this role
The Private Client Advisor focuses on KeyBank’s Mass Affluent clients, using financial planning and financial wellness as the primary methodology to serve clients with investable assets generally between $250,000 and $2 million. The role acts as the primary investment contact for these clients and supports relationship growth across banking and investment products. This is an evergreen posting to build a pipeline of qualified candidates for future openings.
Required Skills
- Financial Planning
- Sales
- Relationship Management
- Client Service
- Cross-Selling
- Investment Products
- Prospecting
- Referral Development
- Compliance
- Communication
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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