Private Client Advisor
KeyBank(1 month ago)
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.
Required Skills
- Financial Planning
- Sales
- Client Service
- Investment Solutions
- Cross Selling
- Relationship Building
- Coaching
- Compliance
Qualifications
- High School Diploma
- Bachelor's Degree
- SIE (FINRA Security Industry Essentials)
- Series 7 (FINRA)
- Series 66 (FINRA)
- Series 63 (FINRA)
- Series 65 (FINRA)
- CFP (Certified Financial Planner)
- State Insurance License (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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