Private Client Advisor
KeyBank(13 days ago)
About this role
The Private Client Advisor focuses on providing investment services and financial planning to the Mass Affluent client base, building strong relationships and uncovering growth opportunities through holistic financial wellness conversations.
Required Skills
- investment Solutions
- Financial Planning
- Relationship Building
- Sales
- Client Management
Qualifications
- High School Diploma or equivalent
- FINRA SIE
- FINRA S7
- FINRA S66 or S63 and 65
- Resident State Insurance Licenses
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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