Private Client Advisor
KeyBank(9 days ago)
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.
Required Skills
- sales
- Financial Planning
- Client Relations
- Investment Solutions
- Financial Wellness
- Banking Products
- Consultative Sales
- Partnership Building
- Financial Assessment
- Compliance
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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