Private Client Advisor
KeyBank(1 month ago)
About this role
The Private Client Advisor serves KeyBank’s Mass Affluent clients, delivering investment services and financial wellness-based planning to grow and deepen client relationships. The role is the primary investment contact for clients with significant investable assets and works closely with branch managers, banking teams, and centers of influence. The position emphasizes consultative relationship building and partnership across the Consumer Bank to identify cross-selling opportunities.
Required Skills
- Financial Planning
- Sales
- Client Relationship
- Investment Solutions
- Cross Selling
- Teamwork
- Communication
- Compliance
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 65
- Certified Financial Planner (CFP)
- 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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