Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor focused on KeyBank’s Mass Affluent segment, centered on planning and financial wellness. The role serves as the primary investment advisor for Mass Affluent clients and works closely with branch teams and Centers of Influence to support client financial goals. This position sits within KeyBank’s consumer investment services and supports growth across banking and investment relationships.
Required Skills
- Sales
- Financial Planning
- Client Relationships
- Cross-Selling
- Prospecting
- Referral Management
- Investment Knowledge
- Regulatory Compliance
- Collaboration
- Communication
+1 more
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA SIE
- FINRA Series 7
- FINRA Series 66 (or Series 63 and 65)
- Certified Financial Planner (CFP) (Preferred)
- 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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