Private Client Advisor

A Private Client Advisor at KeyBank serves the Mass Affluent client segment, leading with financial planning and financial wellness to deliver investment services and identify broader relationship opportunities. The role is the primary investment contact for clients with investable assets typically between $250,000 and $2 million and partners closely with branch managers, branch teams, and Centers of Influence. It supports business growth by building client relationships and coordinating across bank lines to uncover full household opportunities.