Private Client Advisor

KeyBank(20 days ago)

HybridFull TimeSenior$55,000 - $55,000Finance/Wealth Management

About this role

The Private Client Advisor role focuses on providing investment solutions and financial wellness planning to the Mass Affluent client base, primarily managing clients with investable assets between $250,000 and $2 million. The role involves building strong relationships within the bank, identifying full relationship opportunities, and supporting sales and cross-selling efforts. It requires a combination of financial advisory skills and collaborative engagement within the banking environment.

View Original Listing

Required Skills

Investment Solutions
Financial Planning
Client Relationship
Sales
Cross-Selling
Financial Wellness
Banking Products
Financial Analysis
Communication
Business Acumen

Qualifications

High School Diploma
FINRA License S7
FINRA License S66

About KeyBank

key.com

Enjoy the benefits of being a KeyBank client. We offer checking & savings accounts, credit cards, insurance, and loans. Open your KeyBank account today!

View more jobs at KeyBank →