Private Client Advisor
KeyBank(25 days ago)
HybridFull TimeMedior$62,400 - $62,400Wealth Management
Apply NowAbout 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.
Required Skills
- Sales
- Financial Planning
- Client Relationship
- Cross-Selling
- Investment Products
- Compliance
- Prospecting
- Communication
- Teamwork
- Coaching
Qualifications
- High School Diploma
- Bachelor's Degree
- FINRA SIE
- FINRA Series 7
- FINRA Series 66 or Series 63 and 65
- Certified Financial Planner (CFP)
- Resident State Insurance Licenses (Life, Variable, Accident/Health or Life & Disability)
- Valid Driver's License
About KeyBank
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