Private Client Advisor
KeyBank(1 month ago)
About this role
A Private Client Advisor at KeyBank focuses on Mass Affluent clients, delivering investment solutions and financial planning grounded in financial wellness. The role supports clients with varying investable assets and partners closely with branch managers, branch teams, and centers of influence to grow relationships and referrals. The advisor represents Key Investment Services within the Consumer Bank to drive household growth and cross-selling opportunities.
Required Skills
- Financial Planning
- Client Acquisition
- Relationship Management
- Sales
- Cross Selling
- Investment Services
- Financial Wellness
- Referral Generation
- Branch Collaboration
- Compliance
Qualifications
- High School Diploma
- Bachelor's Degree
- SIE
- Series 7 (S7)
- Series 66
- Series 63
- Series 65
- CFP
- 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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