Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor at KeyBank focuses on serving Mass Affluent clients by delivering investment services and financial planning to support client wealth objectives. The role centers on clients with investable assets beginning at $50,000 and targets households in higher asset bands, working closely with retail branch teams and centers of influence. Compensation includes a base salary plus eligibility for commission and deferred incentive pay.
Required Skills
- Financial Planning
- Sales
- Client Relations
- Investment Solutions
- Cross-Selling
- Relationship Management
- Compliance
- Prospecting
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree (preferred)
- SIE
- Series 7
- Series 63
- Series 65
- Series 66
- CFP (preferred)
- Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability)
- Valid Driver's License
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!
View more jobs at KeyBank →Apply instantly with AI
Let ApplyBlast auto-apply to jobs like this for you. Save hours on applications and land your dream job faster.
More jobs at KeyBank
Similar Jobs
Financial Planner - Fredericton
TD Bank Group(1 month ago)
Wealth Planner
Barclays(1 month ago)
Financial Advisor - Borough Park/Brooklyn, NY
TD Bank Group(1 month ago)
Senior Wealth Planner
Barclays(1 month ago)
Financial Planner - Medicine Hat
TD Bank Group(26 days ago)
Private Client Specialist I - New York, NY
TD Bank Group(1 month ago)