Private Client Advisor
KeyBank
About this role
A Private Client Advisor at KeyBank focuses on the Mass Affluent client base, providing investment services and financial planning to clients with investable assets between $250,000 and $2 million. The role involves building strong relationships, identifying full relationship opportunities, and collaborating with bank staff to deliver holistic financial solutions.
Skills
About KeyBank
key.comIndustry
Finance
Enjoy 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
Unlock Company Insights
View leadership team, funding history,
and employee contacts for KeyBank.
Salary
$122k – $163k
per year