Private Client Advisor
KeyBank(1 month ago)
About this role
The Private Client Advisor serves Mass Affluent clients, delivering investment services and financial planning centered on financial wellness. The role acts as the primary investment contact for clients with investable assets and builds partnerships across retail branches and centers of influence to grow relationships and referrals.
Required Skills
- Financial Planning
- Sales
- Client Management
- Relationship Building
- Cross-Selling
- Investment Solutions
- Financial Wellness
- Coaching
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA SIE
- FINRA Series 7
- FINRA Series 66 or Series 63 and 65
- Certified Financial Planner (CFP) (Preferred)
- Resident 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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