Private Client Advisor
KeyBank
About this role
Private Client Advisor at KeyBank in Albany, NY serving Mass Affluent clients. The role centers on financial planning and wellness as the primary methodology and supports investment needs for clients with investable assets typically between $250,000 and $2,000,000. The advisor works closely with retail branch teams and centers of influence to build and maintain client relationships and referral networks.
Skills
Qualifications
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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About KeyBank
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$62k
per year