Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor at KeyBank focuses on Mass Affluent clients, delivering investment services grounded in financial wellness and planning. The role serves as a primary investment contact for clients with investable assets and supports their long-term financial goals while coordinating with retail banking partners.
Required Skills
- Financial Planning
- Sales
- Client Acquisition
- Relationship Management
- Cross-Selling
- Investment Advice
- Consultative Selling
- Collaboration
- Coaching
- Compliance
+2 more
Qualifications
- High School Diploma
- Bachelor's Degree
- SIE
- Series 7
- Series 66
- Series 63
- Series 65
- CFP
- Resident State Insurance Licenses
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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