Private Client Advisor
KeyBank
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.
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
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View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$80k
per year