Private Client Advisor
KeyBank(25 days ago)
HybridFull TimeMedior$62,400 - $62,400Wealth Management
Apply NowAbout this role
A Private Client Advisor at KeyBank serves as the primary investment provider for Mass Affluent clients, emphasizing financial planning and financial wellness. The role focuses on clients with investable assets commonly between $250,000 and $2 million and works closely with retail branches and centers of influence to deepen client relationships.
Required Skills
- Financial Planning
- Sales
- Client Relationships
- Investment Solutions
- Cross-Selling
- Prospecting
- Compliance
- Communication
Qualifications
- High School Diploma
- Bachelor's Degree (Preferred)
- FINRA SIE
- FINRA Series 7
- FINRA Series 66 (or Series 63 and 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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