Private Client Advisor
KeyBank(1 month ago)
About this role
The Private Client Advisor works with KeyBank's Mass Affluent clients, focusing on financial planning and wellness to deliver investment solutions and grow relationships. The role partners closely with retail branch teams, centers of influence, and other bank partners to identify and expand full household opportunities. This is a client-facing role based in Lansdale, PA, with hybrid work expectations.
Required Skills
- Financial Planning
- Investment Solutions
- Client Management
- Relationship Building
- Consultative Sales
- Cross-Selling
- Referrals
- Prospecting
- Compliance
- Coaching
Qualifications
- High School Diploma or Equivalent
- Bachelor's Degree (Preferred)
- FINRA Security Industry Essentials (SIE)
- FINRA Series 7
- FINRA Series 66 or Series 63 and 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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