Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor at KeyBank provides investment advice and planning-based financial wellness to Mass Affluent clients, serving as the primary investment provider for relationships. The role focuses on clients with investable assets generally between $250,000 and $2,000,000 and works closely with retail branch teams and centers of influence. The advisor builds and expands client relationships while coordinating across the bank to identify holistic household opportunities.
Required Skills
- Financial Planning
- Client Acquisition
- Consultative Sales
- Investment Solutions
- Cross-Selling
- Relationship Management
- Branch Engagement
- Referral Development
- Regulatory Compliance
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA SIE
- FINRA Series 7
- FINRA Series 66 or Series 63 and 65
- State Insurance Licenses (Life/Variable/Accident & Health or Life & Disability)
- Certified Financial Planner (Preferred)
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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