Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor at KeyBank supports the Mass Affluent client segment, emphasizing financial wellness and planning as the basis for client engagement. The role serves as the primary provider of investment services for clients with investable assets typically between $250,000 and $2 million. The advisor partners with branch teams and centers of influence to support and grow client relationships.
Required Skills
- Financial Planning
- Sales
- Client Relations
- Prospecting
- Cross-Selling
- Referral Management
- Investment Solutions
- Compliance
- Coaching
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability)
- Certified Financial Planner (CFP) (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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