Private Client Advisor
KeyBank
About this role
The Private Client Advisor at KeyBank specializes in providing investment and financial planning solutions to the Mass Affluent client segment, aiming to expand client relationships and meet sales and referral goals. The role involves collaboration with branch teams and leveraging banking partnerships to deliver personalized financial services.
Skills
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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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
$96k – $128k
per year