Private Client Advisor
KeyBank(1 month ago)
About this role
The Private Client Advisor serves KeyBank's Mass Affluent clients, delivering investment services and financial-wellness-based planning for households with investable assets starting at $50,000 and targeting $250,000–$2M. The role is the primary investment contact, responsible for identifying full-relationship growth opportunities and partnering closely with branch teams and centers of influence. It supports cross-selling of bank products and coordinates investment product delivery within assigned branches.
Required Skills
- Financial Planning
- Investment Sales
- Client Acquisition
- Relationship Management
- Consultative Sales
- Cross-Selling
- Branch Partnership
- Compliance
- Communication
Qualifications
- High School Diploma or Equivalent
- Bachelor's Degree (Preferred)
- FINRA SIE
- FINRA Series 7
- FINRA Series 66 or Series 63 and 65
- Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability)
- Certified Financial Planner (CFP) (Preferred)
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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