About this role
The Private Client Advisor focuses on KeyBank’s Mass Affluent clients, emphasizing planning and financial wellness as the core approach. The role serves as the primary investment-services provider for households typically holding $250K–$2M in investable assets and works closely with retail branches and centers of influence to grow relationships.
Required Skills
- Financial Planning
- Sales
- Client Relationships
- Investment Products
- Cross-Selling
- Prospecting
- Consultative Selling
- Branch Collaboration
- Communication
- Mentoring
Qualifications
- High School Diploma
- Bachelor's Degree (preferred)
- FINRA Securities Industry Essentials (SIE)
- FINRA Series 7 (S7)
- FINRA Series 66 (S66)
- FINRA Series 63 (S63)
- FINRA Series 65 (S65)
- Resident State Insurance Licenses (Life, Variable, Accident/Health)
- Certified Financial Planner (CFP) (preferred)
- Valid Driver's License
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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