About this role
The Private Client Advisor serves KeyBank's Mass Affluent clients, focusing on financial planning and investment guidance to grow client relationships and assets. The role centers on delivering investment solutions and financial wellness conversations for households typically between $250,000 and $2 million in investable assets. The Advisor partners closely with branch managers, banking center staff, and centers of influence to expand full-relationship opportunities.
Required Skills
- Financial Planning
- Sales
- Client Relationships
- Investment Solutions
- Cross-Selling
- Prospecting
- Branch Collaboration
- Compliance
Qualifications
- High School Diploma
- Bachelor's Degree (preferred)
- FINRA SIE
- FINRA Series 7
- FINRA Series 66
- FINRA Series 63
- FINRA Series 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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