Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor focused on Mass Affluent clients, delivering investment services and financial planning to grow client relationships and household assets. The role emphasizes financial wellness and works closely with branch teams and centers of influence to identify and expand relationship opportunities. Based in Cincinnati, the position supports KeyBank's Consumer Bank and investment solutions.
Required Skills
- Sales
- Financial Planning
- Client Relationships
- Investment Solutions
- Prospecting
- Cross-Selling
- Financial Wellness
- Compliance
- Communication
- Coaching
Qualifications
- High School Diploma or Equivalent
- Bachelor's Degree (Preferred)
- FINRA SIE
- FINRA Series 7
- FINRA Series 66 or Series 63 and 65
- Certified Financial Planner (CFP) (Preferred)
- 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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