Private Client Advisor
KeyBank
About this role
A Private Client Advisor at KeyBank provides investment services and financial planning to Mass Affluent clients, focusing on financial wellness and relationship growth. The role centers on delivering comprehensive financial plans for clients with investable assets typically between $250,000 and $2 million. The advisor partners closely with retail branch teams and centers of influence to drive referrals and cross-selling opportunities.
Skills
Qualifications
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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About KeyBank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$55k
per year