Private Client Advisor
KeyBank
About this role
The Private Client Advisor provides investment services and financial planning to KeyBank's Mass Affluent clients, focusing on financial wellness and holistic household planning. The role targets clients with investable assets generally between $250,000 and $2 million and acts as the primary investment contact within assigned branches. The Advisor also builds partnerships with branch teams and centers of influence to uncover relationship growth and referral opportunities.
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