About this role
The Private Client Advisor provides investment services and financial planning to KeyBank’s Mass Affluent clients, focusing on financial wellness and tailored investment solutions. The role targets clients with $50,000+ in investable assets and specifically serves households with $250,000 to $2 million, while building relationships across retail branches and centers of influence. The Advisor partners with branch teams to identify opportunities, cross-sell bank products, and drive relationship growth.
Required Skills
- Financial Planning
- Sales
- Relationship Management
- Cross-Selling
- Client Service
- Communication
- Compliance
- Investment Knowledge
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA SIE
- FINRA Series 7
- FINRA Series 66 or Series 63 and 65
- 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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