Private Client Advisor
KeyBank(14 days ago)
About this role
This role focuses on providing investment services to KeyBank's Mass Affluent clients, emphasizing financial wellness and relationship growth. The advisor works closely with clients and bank staff to develop comprehensive financial plans and expand client relationships with investable assets between $250,000 and $2 million.
Required Skills
- Financial Planning
- Investment Solutions
- Client Relationships
- Sales
- Financial Wellness
- Banking Products
- Financial Assessment
- Cross-selling
- Client Management
- Financial Consulting
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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